BFA
DDWM icon

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

BMS Financial 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
2023
Q2 		$3.84M Buy
+122,768
New +$3.85M 2.5% 12

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $2.49B AUM 17.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BMS Financial Advisors opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2023: 122,768 shares worth $3.84M. The stake represents 2.5% of the portfolio and ranks #12 among its holdings.

61 funds tracked by Wall St. Rank hold DDWM as of Q2 2023.

  • BMS Financial Advisors held 122,768 shares of WisdomTree Dynamic International Equity Fund worth $3.84M as of Q2 2023.
  • WisdomTree Dynamic International Equity Fund was a new BMS Financial Advisors position in Q2 2023.
  • WisdomTree Dynamic International Equity Fund made up 2.5% of BMS Financial Advisors's portfolio in Q2 2023, its #12 holding.
  • 61 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2023.

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