American Portfolios Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

American Portfolios Advisors’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	–	Sell	-300	Closed	-$8.65K	–	2859
2019 Q3	$8.65K	Hold	300	–	–	﹤0.01%	1981
2019 Q2	$8.7K	Hold	300	–	–	﹤0.01%	1948
2019 Q1	$8.55K	Sell	300 -500	-63%	-$13.9K	﹤0.01%	1887
2018 Q4	$20.7K	Hold	800	–	–	﹤0.01%	1354
2018 Q3	$23.7K	Hold	800	–	–	﹤0.01%	1425
2018 Q2	$23.1K	Hold	800	–	–	﹤0.01%	1407
2018 Q1	$23.8K	Buy	800 +300	+60%	+$9.13K	﹤0.01%	1326
2017 Q4	$15.3K	Buy	+500	New	+$15.1K	﹤0.01%	1419

Other funds holding DDWM

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

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

American Portfolios Advisors's DDWM Position: Q4 2019 in Review

American Portfolios Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2019, closing a stake of 300 shares — an estimated $8.65K sold.

American Portfolios Advisors first reported a position in DDWM in Q4 2017 and held it in 8 quarters. The position peaked at $23.8K in Q1 2018. 48 funds tracked by Wall St. Rank hold DDWM as of Q4 2019.

American Portfolios Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2019 after selling out during the quarter.
American Portfolios Advisors sold 300 WisdomTree Dynamic International Equity Fund shares in Q4 2019, an estimated $8.65K.
American Portfolios Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2017 and held it in 8 quarters.
American Portfolios Advisors's WisdomTree Dynamic International Equity Fund position peaked at $23.8K in Q1 2018.
48 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.