CA
DDWM icon

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

Claro 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
Q2 		– Sell
-17,817
Closed -$609K – 432
2024
Q1 		$609K Buy
17,817
+738
+4% +$24.1K 0.11% 205
2023
Q4 		$550K Sell
17,079
-787
-4% -$24.3K 0.12% 198
2023
Q3 		$544K Buy
17,866
+215
+1% +$6.68K 0.14% 186
2023
Q2 		$552K Buy
17,651
+1,482
+9% +$46.5K 0.14% 182
2023
Q1 		$500K Buy
16,169
+4,702
+41% +$145K 0.15% 180
2022
Q4 		$335K Buy
+11,467
New +$326K 0.11% 215

Other funds holding DDWM

LPL Financial
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Claro Advisors's DDWM Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2024, closing a stake of 17,817 shares — an estimated $609K sold.

Claro Advisors first reported a position in DDWM in Q4 2022 and held it in 6 quarters. The position peaked at $609K in Q1 2024. 69 funds tracked by Wall St. Rank hold DDWM as of Q2 2024.

  • Claro Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 17,817 WisdomTree Dynamic International Equity Fund shares in Q2 2024, an estimated $609K.
  • Claro Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2022 and held it in 6 quarters.
  • Claro Advisors's WisdomTree Dynamic International Equity Fund position peaked at $609K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.