SWA
Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
10,719
+942
| +10% | +$37.4K | 0.02% | 478 |
|
|
2025
Q1 | $360K | Sell |
9,777
-14,791
| -60% | -$544K | 0.02% | 510 |
|
|
2024
Q4 | $845K | Sell |
24,568
-47,453
| -66% | -$1.63M | 0.04% | 360 |
|
|
2024
Q3 | $2.58M | Sell |
72,021
-69,400
| -49% | -$2.49M | 0.12% | 185 |
|
|
2024
Q2 | $4.82M | Sell |
141,421
-179,477
| -56% | -$6.11M | 0.24% | 99 |
|
|
2024
Q1 | $11M | Buy |
+320,898
| New | +$11M | 0.65% | 30 |
|