United Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
20,979
+1,791
| +9% | +$70.7K | 0.14% | 151 |
|
|
2025
Q1 | $678K | Sell |
19,188
-1,686
| -8% | -$59.6K | 0.14% | 151 |
|
|
2024
Q4 | $730K | Buy |
20,874
+5,702
| +38% | +$199K | 0.14% | 157 |
|
|
2024
Q3 | $555K | Buy |
15,172
+2,203
| +17% | +$80.5K | 0.13% | 169 |
|
|
2024
Q2 | $446K | Buy |
12,969
+6,575
| +103% | +$226K | 0.14% | 145 |
|
|
2024
Q1 | $220K | Buy |
+6,394
| New | +$220K | 0.08% | 196 |
|