Number of Shares
140,441.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
3.98%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
27.83%

Frazier Financial Advisors, LLC's WisdomTree Dynamic International Equity Fund Holding Summary

As of 2025-03-31, Frazier Financial Advisors, LLC held 140,441.00 shares of WisdomTree Dynamic International Equity Fund(DDWM), totaling $5.17 Mil. This investment constitutes 3.98% of their stock portfolio, and Frazier Financial Advisors, LLC now holds 1.15% of the outstanding WisdomTree Dynamic International Equity Fund(DDWM) stock.

The initial trade took place in 2023Q4. And since then Frazier Financial Advisors, LLC has made 2 purchases of DDWM, at an average price of $31.08, for a total of 144,873.00 shares. In addition, there have been 3 sales at an average price of $34.14 for 4,432.00 shares. Based on historical transaction data and DDWM's current price of $39.91, Frazier Financial Advisors, LLC's estimated gain on his DDWM holdings is $1.25 Mil, reflecting a 27.83% gain to date.

Frazier Financial Advisors, LLC DDWM ($39.91) Holding Chart

Frazier Financial Advisors, LLC DDWM ($39.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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