Advisory Services Network
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Advisory Services Network’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Advisory Services Network’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
Q1 		– Sell
-100
Closed -$3.22K – 1962
2023
Q4 		$3.22K Buy
+100
New +$3.08K ﹤0.01% 3257

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
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
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AE Wealth Management
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
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Services Network's DDWM Position: Q1 2024 in Review

Advisory Services Network sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2024, closing a stake of 100 shares — an estimated $3.22K sold.

Advisory Services Network first reported a position in DDWM in Q4 2023 and held it in 1 quarter. The position peaked at $3.22K in Q4 2023. 69 funds tracked by Wall St. Rank hold DDWM as of Q1 2024.

  • Advisory Services Network reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 100 WisdomTree Dynamic International Equity Fund shares in Q1 2024, an estimated $3.22K.
  • Advisory Services Network first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's WisdomTree Dynamic International Equity Fund position peaked at $3.22K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.