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55I LLC’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

55I LLC’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
2022
Q3 		– Sell
-8,208
Closed -$229K – 582
2022
Q2 		$229K Buy
+8,208
New +$246K 0.01% 497

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

55I LLC's DDWM Position: Q3 2022 in Review

55I LLC sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2022, closing a stake of 8,208 shares — an estimated $229K sold.

55I LLC first reported a position in DDWM in Q2 2022 and held it in 1 quarter. The position peaked at $229K in Q2 2022. 47 funds tracked by Wall St. Rank hold DDWM as of Q3 2022.

  • 55I LLC reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2022 after selling out during the quarter.
  • 55I LLC sold 8,208 WisdomTree Dynamic International Equity Fund shares in Q3 2022, an estimated $229K.
  • 55I LLC first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and held it in 1 quarter.
  • 55I LLC's WisdomTree Dynamic International Equity Fund position peaked at $229K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.