Compound Planning, Inc.
Position in DDWM — WisdomTree Dynamic International Equity Fund
CIK 1978879
NEW YORK, NY
All Filings in DDWM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DDWM | $328,940 | 8,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DDWM | $1,396,327 | 37,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DDWM | $1,412,571 | 41,087 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 DDWM | $2,026,269 | 56,505 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 DDWM | $1,924,560 | 56,505 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 DDWM | $1,932,527 | 56,505 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 DDWM | $1,818,330 | 56,505 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 DDWM | $1,721,142 | 56,505 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DDWM | $1,765,781 | 56,505 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||