Simplicity Solutions’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,287
| Closed | -$996K | – | 569 |
|
|
2020
Q4 | $996K | Buy |
32,287
+4,521
| +16% | +$139K | 0.01% | 540 |
|
|
2020
Q3 | $769K | Buy |
27,766
+2,623
| +10% | +$72.6K | 0.01% | 548 |
|
|
2020
Q2 | $658K | Buy |
25,143
+4,903
| +24% | +$128K | 0.01% | 579 |
|
|
2020
Q1 | $468K | Buy |
20,240
+1,840
| +10% | +$42.5K | 0.01% | 505 |
|
|
2019
Q4 | $606K | Buy |
18,400
+10,378
| +129% | +$342K | 0.02% | 496 |
|
|
2019
Q3 | $240K | Buy |
+8,022
| New | +$240K | 0.01% | 637 |
|