SAM
Summit Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,781
| Closed | -$290K | – | 105 |
|
|
2018
Q3 | $290K | Hold |
9,781
| – | – | 0.13% | 81 |
|
|
2018
Q2 | $283K | Hold |
9,781
| – | – | 0.14% | 84 |
|
|
2018
Q1 | $291K | Hold |
9,781
| – | – | 0.14% | 84 |
|
|
2017
Q4 | $299K | Hold |
9,781
| – | – | 0.14% | 84 |
|
|
2017
Q3 | $291K | Hold |
9,781
| – | – | 0.15% | 82 |
|
|
2017
Q2 | $278K | Hold |
9,781
| – | – | 0.15% | 81 |
|
|
2017
Q1 | $272K | Hold |
9,781
| – | – | 0.16% | 80 |
|
|
2016
Q4 | $259K | Buy |
+9,781
| New | +$259K | 0.16% | 83 |
|