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Avantax Advisory Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-39,545
Closed -$1M – 1026
2020
Q3 		$1M Buy
+39,545
New +$1.03M 0.02% 537

Other funds holding DDWM

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ECM
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OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's DDWM Position: Q4 2020 in Review

Avantax Advisory Services sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2020, closing a stake of 39,545 shares — an estimated $1M sold.

Avantax Advisory Services first reported a position in DDWM in Q3 2020 and held it in 1 quarter. The position peaked at $1M in Q3 2020. 33 funds tracked by Wall St. Rank hold DDWM as of Q4 2020.

  • Avantax Advisory Services reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 39,545 WisdomTree Dynamic International Equity Fund shares in Q4 2020, an estimated $1M.
  • Avantax Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's WisdomTree Dynamic International Equity Fund position peaked at $1M in Q3 2020.
  • 33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.