Carroll Financial Associates’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Carroll Financial Associates’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	-1,822	Closed	-$55K	–	1490
2019 Q4	$55K	Sell	1,822 -32,077	-95%	-$951K	﹤0.01%	627
2019 Q3	$976K	Buy	33,899 +12,965	+62%	+$370K	0.09%	143
2019 Q2	$607K	Buy	20,934 +14,622	+232%	+$423K	0.05%	185
2019 Q1	$179K	Buy	+6,312	New	+$176K	0.02%	340

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 $1.55T AUM 33.47% 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

Carroll Financial Associates's DDWM Position: Q1 2020 in Review

Carroll Financial Associates sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 1,822 shares — an estimated $55K sold.

Carroll Financial Associates first reported a position in DDWM in Q1 2019 and held it in 4 quarters. The position peaked at $976K in Q3 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

Carroll Financial Associates reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 1,822 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $55K.
Carroll Financial Associates first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2019 and held it in 4 quarters.
Carroll Financial Associates's WisdomTree Dynamic International Equity Fund position peaked at $976K in Q3 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.