RWA
Rooted Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,466
| Closed | -$229K | – | 95 |
|
|
2024
Q3 | $229K | Sell |
6,466
-66,862
| -91% | -$2.37M | 0.1% | 90 |
|
|
2024
Q2 | $2.57M | Buy |
73,328
+3,267
| +5% | +$114K | 1.13% | 24 |
|
|
2024
Q1 | $2.37M | Sell |
70,061
-245
| -0.3% | -$8.3K | 1.17% | 22 |
|
|
2023
Q4 | $2.25M | Sell |
70,306
-3,504
| -5% | -$112K | 1.18% | 23 |
|
|
2023
Q3 | $2.3M | Sell |
73,810
-29,493
| -29% | -$917K | 1.41% | 19 |
|
|
2023
Q2 | $3.21M | Buy |
103,303
+20,642
| +25% | +$641K | 2.16% | 14 |
|
|
2023
Q1 | $2.61M | Buy |
82,661
+3,306
| +4% | +$105K | 1.94% | 11 |
|
|
2022
Q4 | $2.32M | Buy |
+79,355
| New | +$2.32M | 1.95% | 11 |
|