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

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Bank of America

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

Caprock Group Boise, Idaho $4.12B AUM

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return