Stratos Wealth Partners’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 | $497K | Buy |
12,540
+70
| +0.6% | +$2.78K | 0.01% | 929 |
|
|
2025
Q1 | $459K | Sell |
12,470
-1,254
| -9% | -$46.1K | 0.01% | 915 |
|
|
2024
Q4 | $472K | Sell |
13,724
-1,367
| -9% | -$47K | 0.01% | 962 |
|
|
2024
Q3 | $541K | Buy |
15,091
+4,992
| +49% | +$179K | 0.01% | 912 |
|
|
2024
Q2 | $344K | Buy |
10,099
+931
| +10% | +$31.7K | 0.01% | 1044 |
|
|
2024
Q1 | $314K | Sell |
9,168
-2,420
| -21% | -$82.8K | 0.01% | 1081 |
|
|
2023
Q4 | $373K | Sell |
11,588
-1,177
| -9% | -$37.9K | 0.01% | 988 |
|
|
2023
Q3 | $389K | Sell |
12,765
-784
| -6% | -$23.9K | 0.01% | 916 |
|
|
2023
Q2 | $423K | Sell |
13,549
-1,665
| -11% | -$52K | 0.01% | 831 |
|
|
2023
Q1 | $470K | Buy |
15,214
+1,923
| +14% | +$59.4K | 0.01% | 725 |
|
|
2022
Q4 | $389K | Buy |
13,291
+1,823
| +16% | +$53.3K | 0.01% | 810 |
|
|
2022
Q3 | $299K | Buy |
11,468
+380
| +3% | +$9.91K | 0.01% | 873 |
|
|
2022
Q2 | $310K | Buy |
11,088
+1,516
| +16% | +$42.4K | 0.01% | 916 |
|
|
2022
Q1 | $294K | Sell |
9,572
-1,446
| -13% | -$44.4K | 0.01% | 996 |
|
|
2021
Q4 | $339K | Sell |
11,018
-3,123
| -22% | -$96.1K | 0.01% | 958 |
|
|
2021
Q3 | $422K | Sell |
14,141
-351
| -2% | -$10.5K | 0.01% | 815 |
|
|
2021
Q2 | $445K | Buy |
14,492
+7,427
| +105% | +$228K | 0.01% | 815 |
|
|
2021
Q1 | $210K | Sell |
7,065
-253
| -3% | -$7.52K | 0.01% | 1023 |
|
|
2020
Q4 | $204K | Buy |
+7,318
| New | +$204K | 0.01% | 994 |
|
|
2020
Q2 | – | Sell |
-18,360
| Closed | -$420K | – | 1007 |
|
|
2020
Q1 | $420K | Buy |
18,360
+11,246
| +158% | +$257K | 0.02% | 581 |
|
|
2019
Q4 | $216K | Buy |
+7,114
| New | +$216K | 0.01% | 880 |
|
|
2018
Q4 | – | Sell |
-5,127
| Closed | -$152K | – | 1178 |
|
|
2018
Q3 | $152K | Buy |
+5,127
| New | +$152K | 0.01% | 947 |
|