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BKS Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

BKS Advisors’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
2019
Q1 		$230K Buy
+8,054
New +$224K 0.09% 186

Other funds holding DDWM

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

BKS Advisors's DDWM Position: Q1 2019 in Review

BKS Advisors opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2019: 8,054 shares worth $230K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

38 funds tracked by Wall St. Rank hold DDWM as of Q1 2019.

  • BKS Advisors held 8,054 shares of WisdomTree Dynamic International Equity Fund worth $230K as of Q1 2019.
  • WisdomTree Dynamic International Equity Fund was a new BKS Advisors position in Q1 2019.
  • WisdomTree Dynamic International Equity Fund made up 0.09% of BKS Advisors's portfolio in Q1 2019, its #186 holding.
  • 38 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.