Surevest’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
Q1 | – | Sell |
-104,627
| Closed | -$3.17M | – | 102 |
|
|
2019
Q4 | $3.17M | Sell |
104,627
-7,187
| -6% | -$218K | 1.35% | 12 |
|
|
2019
Q3 | $3.22M | Buy |
111,814
+298
| +0.3% | +$8.59K | 1.59% | 11 |
|
|
2019
Q2 | $3.24M | Buy |
111,516
+3,299
| +3% | +$95.7K | 1.68% | 11 |
|
|
2019
Q1 | $3.09M | Sell |
108,217
-2,544
| -2% | -$72.5K | 1.9% | 13 |
|
|
2018
Q4 | $2.87M | Buy |
+110,761
| New | +$2.87M | 2.27% | 8 |
|