Bank of New York Mellon’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Bank of New York Mellon’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 Q1	–	Sell	-11,435	Closed	-$346K	–	4113
2019 Q4	$346K	Sell	11,435 -184	-2%	-$5.46K	﹤0.01%	3746
2019 Q3	$335K	Hold	11,619	–	–	﹤0.01%	3739
2019 Q2	$337K	Buy	11,619 +1	+0%	+$29	﹤0.01%	3767
2019 Q1	$331K	Buy	11,618 +3,878	+50%	+$108K	﹤0.01%	3715
2018 Q4	$201K	Sell	7,740 -430	-5%	-$11.9K	﹤0.01%	3851
2018 Q3	$242K	Buy	+8,170	New	+$240K	﹤0.01%	3882
2018 Q2	–	Sell	-8,162	Closed	-$242K	–	4227
2018 Q1	$242K	Sell	8,162 -2,025	-20%	-$61.6K	﹤0.01%	3872
2017 Q4	$311K	Buy	+10,187	New	+$307K	﹤0.01%	3787

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

RJFSA

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

ECM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of New York Mellon's DDWM Position: Q1 2020 in Review

Bank of New York Mellon sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 11,435 shares — an estimated $346K sold.

Bank of New York Mellon first reported a position in DDWM in Q4 2017 and held it in 8 quarters. The position peaked at $346K in Q4 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

Bank of New York Mellon reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
Bank of New York Mellon sold 11,435 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $346K.
Bank of New York Mellon first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2017 and held it in 8 quarters.
Bank of New York Mellon's WisdomTree Dynamic International Equity Fund position peaked at $346K in Q4 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Bank of New York Mellon's 13F filing for Q1 2020, filed 6 May 2020.