Simplicity Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-68,929
| Closed | -$1.92M | – | 570 |
|
|
2020
Q4 | $1.92M | Buy |
68,929
+10,119
| +17% | +$282K | 0.03% | 396 |
|
|
2020
Q3 | $1.5M | Buy |
58,810
+5,712
| +11% | +$145K | 0.03% | 403 |
|
|
2020
Q2 | $1.35M | Buy |
53,098
+9,912
| +23% | +$251K | 0.03% | 389 |
|
|
2020
Q1 | $988K | Buy |
43,186
+2,929
| +7% | +$67K | 0.03% | 349 |
|
|
2019
Q4 | $1.22M | Buy |
40,257
+23,171
| +136% | +$702K | 0.04% | 345 |
|
|
2019
Q3 | $492K | Buy |
+17,086
| New | +$492K | 0.02% | 417 |
|