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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

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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 $930M AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.