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Asset Dedication LLC’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Asset Dedication LLC’s Portfolio DDLS Stock Details DDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-454
Closed -$13K – 607
2019
Q2 		$13K Buy
454
+166
+58% +$5.03K ﹤0.01% 402
2019
Q1 		$9K Hold
288
– – ﹤0.01% 458
2018
Q4 		$8K Hold
288
– – ﹤0.01% 444
2018
Q3 		$9K Buy
288
+117
+68% +$3.7K ﹤0.01% 452
2018
Q2 		$5K Buy
171
+105
+159% +$3.46K ﹤0.01% 532
2018
Q1 		$2K Buy
+66
New +$2.2K ﹤0.01% 481

Other funds holding DDLS

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Asset Dedication LLC's DDLS Position: Q3 2019 in Review

Asset Dedication LLC sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2019, closing a stake of 454 shares — an estimated $13K sold.

Asset Dedication LLC first reported a position in DDLS in Q1 2018 and held it in 6 quarters. The position peaked at $13K in Q2 2019. 8 funds tracked by Wall St. Rank hold DDLS as of Q3 2019.

  • Asset Dedication LLC reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Asset Dedication LLC sold 454 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2019, an estimated $13K.
  • Asset Dedication LLC first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2018 and held it in 6 quarters.
  • Asset Dedication LLC's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $13K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2019.

Based on Asset Dedication LLC's 13F filing for Q3 2019, filed 17 Oct 2019.