Advisor Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Advisor Group’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
2019 Q4	$6K	Hold	197	–	–	﹤0.01%	4574
2019 Q3	$6K	Hold	197	–	–	﹤0.01%	4568
2019 Q2	$6K	Hold	197	–	–	﹤0.01%	4593
2019 Q1	$6K	Hold	197	–	–	﹤0.01%	4587
2018 Q4	$5K	Hold	197	–	–	﹤0.01%	4503
2018 Q3	$6K	Hold	197	–	–	﹤0.01%	4502
2018 Q2	$6K	Hold	197	–	–	﹤0.01%	4301
2018 Q1	$6K	Buy	+197	New	+$6K	﹤0.01%	4325

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Group's DDWM Position: Q4 2019 in Review

Advisor Group held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q4 2019 at 197 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4574.

Advisor Group first reported a position in DDWM in Q1 2018 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold DDWM as of Q4 2019.

Advisor Group held 197 shares of WisdomTree Dynamic International Equity Fund worth $6K as of Q4 2019.
Advisor Group left its WisdomTree Dynamic International Equity Fund share count unchanged in Q4 2019.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4574 holding.
Advisor Group first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2018 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.