WAS
Wealth Advisory Solutions’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 |
-11,344
| Closed | -$355K | – | 119 |
|
|
2023
Q2 | $355K | Hold |
11,344
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $351K | Hold |
11,344
| – | – | 0.09% | 101 |
|
|
2022
Q4 | $332K | Hold |
11,344
| – | – | 0.09% | 107 |
|
|
2022
Q3 | $295K | Hold |
11,344
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $317K | Buy |
11,344
+1,746
| +18% | +$48.8K | 0.08% | 112 |
|
|
2022
Q1 | $295K | Buy |
+9,598
| New | +$295K | 0.06% | 124 |
|