Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
486,524
+20,003
| +4% | +$793K | 0.15% | 135 |
|
|
2025
Q1 | $17.2M | Buy |
466,521
+56,404
| +14% | +$2.08M | 0.15% | 138 |
|
|
2024
Q4 | $14.1M | Buy |
410,117
+13,011
| +3% | +$447K | 0.13% | 158 |
|
|
2024
Q3 | $14.2M | Buy |
397,106
+1,969
| +0.5% | +$70.6K | 0.13% | 162 |
|
|
2024
Q2 | $13.5M | Buy |
395,137
+1,016
| +0.3% | +$34.6K | 0.14% | 152 |
|
|
2024
Q1 | $13.5M | Buy |
+394,121
| New | +$13.5M | 0.15% | 151 |
|
|
2018
Q4 | – | Sell |
-1,423
| Closed | -$42K | – | 1068 |
|
|
2018
Q3 | $42K | Sell |
1,423
-1,970
| -58% | -$58.1K | ﹤0.01% | 1272 |
|
|
2018
Q2 | $98K | Buy |
+3,393
| New | +$98K | 0.01% | 860 |
|