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Atria Wealth Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-7,793
Closed -$251K – 1980
2023
Q4 		$251K Sell
7,793
-597
-7% -$18.4K ﹤0.01% 1628
2023
Q3 		$256K Buy
8,390
+579
+7% +$18K ﹤0.01% 1520
2023
Q2 		$244K Buy
+7,811
New +$245K ﹤0.01% 1568

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 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 29.84% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's DDWM Position: Q1 2024 in Review

Atria Wealth Solutions sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2024, closing a stake of 7,793 shares — an estimated $251K sold.

Atria Wealth Solutions first reported a position in DDWM in Q2 2023 and held it in 3 quarters. The position peaked at $256K in Q3 2023. 69 funds tracked by Wall St. Rank hold DDWM as of Q1 2024.

  • Atria Wealth Solutions reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,793 WisdomTree Dynamic International Equity Fund shares in Q1 2024, an estimated $251K.
  • Atria Wealth Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's WisdomTree Dynamic International Equity Fund position peaked at $256K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.