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

Cetera 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
2024 Q1	$7.84M	Buy	229,237 +8,319	+4%	+$271K	0.06%	319
2023 Q4	$7.11M	Sell	220,918 -1,411	-0.6%	-$43.5K	0.1%	204
2023 Q3	$6.77M	Buy	222,329 +10,727	+5%	+$333K	0.11%	198
2023 Q2	$6.61M	Buy	211,602 +3,508	+2%	+$110K	0.1%	196
2023 Q1	$6.43M	Buy	208,094 +3,593	+2%	+$111K	0.11%	199
2022 Q4	$5.98M	Buy	204,501 +49,545	+32%	+$1.41M	0.11%	203
2022 Q3	$4.03M	Buy	154,956 +4,712	+3%	+$132K	0.11%	198
2022 Q2	$4.2M	Buy	150,244 +28,412	+23%	+$850K	0.1%	214
2022 Q1	$3.74M	Buy	121,832 +3,631	+3%	+$111K	0.07%	271
2021 Q4	$3.64M	Buy	118,201 +21,894	+23%	+$667K	0.07%	269
2021 Q3	$2.88M	Buy	+96,307	New	+$2.99M	0.06%	327
2018 Q3	–	Sell	-7,458	Closed	-$219K	–	963
2018 Q2	$219K	Sell	7,458 -1,184	-14%	-$35.8K	0.01%	779
2018 Q1	$256K	Buy	+8,642	New	+$263K	0.02%	658
2017 Q4	–	Sell	-12,771	Closed	-$378K	–	794
2017 Q3	$378K	Buy	12,771 +2,478	+24%	+$72K	0.02%	549
2017 Q2	$293K	Hold	10,293	–	–	0.02%	598
2017 Q1	$287K	Buy	10,293 +400	+4%	+$10.9K	0.02%	586
2016 Q4	$263K	Buy	+9,893	New	+$257K	0.02%	551

Other funds holding DDWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisors's DDWM Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.8% in Q1 2024, buying an estimated $271K and bringing the position to 229,237 shares worth $7.84M. The position accounts for 0.06% of the portfolio, ranked #319.

Cetera Advisors first reported a position in DDWM in Q4 2016 and has held it in 17 quarters since. 69 funds tracked by Wall St. Rank hold DDWM as of Q1 2024.

Cetera Advisors held 229,237 shares of WisdomTree Dynamic International Equity Fund worth $7.84M as of Q1 2024.
Cetera Advisors bought 8,319 WisdomTree Dynamic International Equity Fund shares in Q1 2024, an estimated $271K.
WisdomTree Dynamic International Equity Fund made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #319 holding.
Cetera Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2016 and has held it in 17 quarters since.
69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.