Smart Money Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-192,836
| Closed | -$4.9M | – | 57 |
|
2020
Q3 | $4.9M | Buy |
192,836
+42,982
| +29% | +$1.09M | 2.11% | 13 |
|
2020
Q2 | $3.8M | Sell |
149,854
-11,030
| -7% | -$280K | 2.25% | 16 |
|
2020
Q1 | $3.68M | Buy |
160,884
+1,425
| +0.9% | +$32.6K | 2.58% | 11 |
|
2019
Q4 | $4.83M | Sell |
159,459
-31,919
| -17% | -$967K | 2.83% | 10 |
|
2019
Q3 | $5.52M | Sell |
191,378
-190
| -0.1% | -$5.48K | 4.43% | 5 |
|
2019
Q2 | $5.56M | Buy |
191,568
+25,586
| +15% | +$742K | 4.59% | 5 |
|
2019
Q1 | $4.73M | Buy |
+165,982
| New | +$4.73M | 4.13% | 5 |
|