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Baldwin Wealth Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,608
Closed -$57.7K – 426
2024
Q3 		$57.7K Buy
+1,608
New +$56.3K ﹤0.01% 520

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SIM
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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
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Baldwin Wealth Partners's DDWM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2024, closing a stake of 1,608 shares — an estimated $57.7K sold.

Baldwin Wealth Partners first reported a position in DDWM in Q3 2024 and held it in 1 quarter. The position peaked at $57.7K in Q3 2024. 85 funds tracked by Wall St. Rank hold DDWM as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,608 WisdomTree Dynamic International Equity Fund shares in Q4 2024, an estimated $57.7K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Dynamic International Equity Fund position peaked at $57.7K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.