VWA
V Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,728
| Closed | -$335K | – | 163 |
|
|
2023
Q2 | $335K | Buy |
10,728
+137
| +1% | +$4.28K | 0.06% | 271 |
|
|
2023
Q1 | $327K | Buy |
10,591
+65
| +0.6% | +$2.01K | 0.06% | 272 |
|
|
2022
Q4 | $308K | Buy |
10,526
+42
| +0.4% | +$1.23K | 0.06% | 273 |
|
|
2022
Q3 | $273K | Buy |
10,484
+74
| +0.7% | +$1.93K | 0.05% | 299 |
|
|
2022
Q2 | $291K | Buy |
10,410
+153
| +1% | +$4.28K | 0.05% | 316 |
|
|
2022
Q1 | $315K | Buy |
10,257
+42
| +0.4% | +$1.29K | 0.05% | 338 |
|
|
2021
Q4 | $315K | Buy |
10,215
+52
| +0.5% | +$1.6K | 0.05% | 349 |
|
|
2021
Q3 | $303K | Buy |
10,163
+107
| +1% | +$3.19K | 0.05% | 353 |
|
|
2021
Q2 | $310K | Buy |
10,056
+81
| +0.8% | +$2.5K | 0.05% | 361 |
|
|
2021
Q1 | $297K | Buy |
9,975
+83
| +0.8% | +$2.47K | 0.05% | 337 |
|
|
2020
Q4 | $275K | Buy |
+9,892
| New | +$275K | 0.06% | 313 |
|
|
2020
Q3 | – | Sell |
-8,826
| Closed | -$224K | – | 200 |
|
|
2020
Q2 | $224K | Buy |
+8,826
| New | +$224K | 0.06% | 315 |
|