1WM
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1858 Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

1858 Wealth Management’s Portfolio DDWM Stock Details DDWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,717
Closed -$1.18M – 125
2024
Q1 		$1.18M Hold
36,717
– – 1.12% 26
2023
Q4 		$1.18M Buy
+36,717
New +$1.13M 1.12% 26

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

1858 Wealth Management's DDWM Position: Q2 2024 in Review

1858 Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2024, closing a stake of 36,717 shares — an estimated $1.18M sold.

1858 Wealth Management first reported a position in DDWM in Q4 2023 and held it in 2 quarters. The position peaked at $1.18M in Q1 2024. 69 funds tracked by Wall St. Rank hold DDWM as of Q2 2024.

  • 1858 Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 36,717 WisdomTree Dynamic International Equity Fund shares in Q2 2024, an estimated $1.18M.
  • 1858 Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $1.18M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.