Tradition Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-694
| Closed | -$23K | – | 573 |
|
|
2023
Q4 | $23K | Hold |
694
| – | – | ﹤0.01% | 795 |
|
|
2023
Q3 | $21K | Hold |
694
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $22K | Hold |
694
| – | – | ﹤0.01% | 852 |
|
|
2023
Q1 | $22K | Hold |
694
| – | – | ﹤0.01% | 812 |
|
|
2022
Q4 | $21K | Hold |
694
| – | – | ﹤0.01% | 739 |
|
|
2022
Q3 | $19K | Hold |
694
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $21K | Hold |
694
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $23K | Hold |
694
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $24K | Hold |
694
| – | – | ﹤0.01% | 687 |
|
|
2021
Q3 | $24K | Hold |
694
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $24K | Hold |
694
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $23K | Hold |
694
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $21K | Buy |
+694
| New | +$21K | ﹤0.01% | 582 |
|