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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Bank of America

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

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return