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

Avior 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
2023 Q4	–	Sell	-7,935	Closed	-$242K	–	1551
2023 Q3	$242K	Buy	7,935 +263	+3%	+$8.18K	0.02%	485
2023 Q2	$240K	Sell	7,672 -378	-5%	-$11.9K	0.02%	493
2023 Q1	$249K	Buy	+8,050	New	+$248K	0.02%	487

Other funds holding DDWM

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Avior Wealth Management's DDWM Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2023, closing a stake of 7,935 shares — an estimated $242K sold.

Avior Wealth Management first reported a position in DDWM in Q1 2023 and held it in 3 quarters. The position peaked at $249K in Q1 2023. 64 funds tracked by Wall St. Rank hold DDWM as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 7,935 WisdomTree Dynamic International Equity Fund shares in Q4 2023, an estimated $242K.
Avior Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $249K in Q1 2023.
64 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.