Arlington Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Arlington Partners’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
2021 Q1	–	Sell	-815	Closed	-$23K	–	395
2020 Q4	$23K	Buy	+815	New	+$21.8K	0.01%	140

Other funds holding DDWM

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

ECM

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

OCG

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Arlington Partners's DDWM Position: Q1 2021 in Review

Arlington Partners sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2021, closing a stake of 815 shares — an estimated $23K sold.

Arlington Partners first reported a position in DDWM in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 33 funds tracked by Wall St. Rank hold DDWM as of Q1 2021.

Arlington Partners reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2021 after selling out during the quarter.
Arlington Partners sold 815 WisdomTree Dynamic International Equity Fund shares in Q1 2021, an estimated $23K.
Arlington Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2020 and held it in 1 quarter.
Arlington Partners's WisdomTree Dynamic International Equity Fund position peaked at $23K in Q4 2020.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2021.

Based on Arlington Partners's 13F filing for Q1 2021, filed 19 Apr 2021.