BMS Financial Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

BMS Financial Advisors’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.31M	Buy	+105,515	New	+$3.36M	2.16%	17

Other funds holding DDLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BMS Financial Advisors's DDLS Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2023: 105,515 shares worth $3.31M. The stake represents 2.16% of the portfolio and ranks #17 among its holdings.

25 funds tracked by Wall St. Rank hold DDLS as of Q2 2023.

BMS Financial Advisors held 105,515 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $3.31M as of Q2 2023.
WisdomTree Dynamic International SmallCap Equity Fund was a new BMS Financial Advisors position in Q2 2023.
WisdomTree Dynamic International SmallCap Equity Fund made up 2.16% of BMS Financial Advisors's portfolio in Q2 2023, its #17 holding.
25 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.