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Affiance Financial’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Affiance Financial’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
Q1 		– Sell
-26,093
Closed -$676K – 93
2018
Q4 		$676K Buy
+26,093
New +$721K 0.45% 51

Other funds holding DDWM

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Affiance Financial's DDWM Position: Q1 2019 in Review

Affiance Financial sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2019, closing a stake of 26,093 shares — an estimated $676K sold.

Affiance Financial first reported a position in DDWM in Q4 2018 and held it in 1 quarter. The position peaked at $676K in Q4 2018. 38 funds tracked by Wall St. Rank hold DDWM as of Q1 2019.

  • Affiance Financial reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Affiance Financial sold 26,093 WisdomTree Dynamic International Equity Fund shares in Q1 2019, an estimated $676K.
  • Affiance Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2018 and held it in 1 quarter.
  • Affiance Financial's WisdomTree Dynamic International Equity Fund position peaked at $676K in Q4 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2019.

Based on Affiance Financial's 13F filing for Q1 2019, filed 15 Apr 2019.