Aspire Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Aspire Wealth Management’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 Q3	$314K	Hold	8,766	–	–	0.17%	80
2024 Q2	$299K	Buy	8,766 +92	+1%	+$3.16K	0.17%	83
2024 Q1	$297K	Hold	8,674	–	–	0.18%	79
2023 Q4	$279K	Hold	8,674	–	–	0.19%	80
2023 Q3	$264K	Buy	8,674 +34	+0.4%	+$1.06K	0.2%	73
2023 Q2	$270K	Hold	8,640	–	–	0.2%	71
2023 Q1	$267K	Hold	8,640	–	–	0.22%	72
2022 Q4	$253K	Buy	8,640 +582	+7%	+$16.6K	0.22%	71
2022 Q3	$210K	Sell	8,058 -236	-3%	-$6.63K	0.2%	79
2022 Q2	$232K	Sell	8,294 -261	-3%	-$7.81K	0.21%	77
2022 Q1	$263K	Sell	8,555 -514	-6%	-$15.7K	0.21%	80
2021 Q4	$279K	Buy	+9,069	New	+$276K	0.23%	73

Other funds holding DDWM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

RJFSA

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Aspire Wealth Management's DDWM Position: Q3 2024 in Review

Aspire Wealth Management held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q3 2024 at 8,766 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #80.

Aspire Wealth Management first reported a position in DDWM in Q4 2021 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold DDWM as of Q3 2024.

Aspire Wealth Management held 8,766 shares of WisdomTree Dynamic International Equity Fund worth $314K as of Q3 2024.
Aspire Wealth Management left its WisdomTree Dynamic International Equity Fund share count unchanged in Q3 2024.
WisdomTree Dynamic International Equity Fund made up 0.17% of Aspire Wealth Management's portfolio in Q3 2024, its #80 holding.
Aspire Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and has held it in 12 quarters since.
79 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.