Occidental Asset Management, LLC
Position in DDWM — WisdomTree Dynamic International Equity Fund
CIK 1770994
Burlingame, CA
All Filings in DDWM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DDWM | $3,842,377 | 87,109 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 DDWM | $4,351,605 | 99,945 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 DDWM | $4,166,080 | 99,667 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DDWM | $4,013,512 | 101,198 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 DDWM | $3,781,901 | 102,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DDWM | $2,735,926 | 79,579 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 DDWM | $2,668,772 | 74,422 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 DDWM | $2,534,677 | 74,418 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 DDWM | $2,441,438 | 71,385 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 DDWM | $2,236,831 | 69,510 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 DDWM | $2,097,719 | 68,868 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 DDWM | $1,642,218 | 52,551 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||