Cordasco Financial Network’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Cordasco Financial Network’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
2022 Q2	$18K	Hold	640	–	–	0.01%	291
2022 Q1	$20K	Hold	640	–	–	0.01%	292
2021 Q4	$20K	Hold	640	–	–	0.01%	288
2021 Q3	$19K	Hold	640	–	–	0.01%	293
2021 Q2	$20K	Hold	640	–	–	0.01%	293
2021 Q1	$19K	Hold	640	–	–	0.01%	291
2020 Q4	$18K	Hold	640	–	–	0.01%	253
2020 Q3	$16K	Hold	640	–	–	0.01%	264
2020 Q2	$16K	Hold	640	–	–	0.01%	241
2020 Q1	$15K	Hold	640	–	–	0.02%	215
2019 Q4	$19K	Hold	640	–	–	0.02%	209
2019 Q3	$18K	Hold	640	–	–	0.02%	222
2019 Q2	$19K	Hold	640	–	–	0.02%	215
2019 Q1	$18K	Hold	640	–	–	0.02%	240
2018 Q4	$17K	Hold	640	–	–	0.02%	202
2018 Q3	$19K	Buy	+640	New	+$18.8K	0.02%	198

Other funds holding DDWM

RJFSA

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

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

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

SIM

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

ECM

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

AWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

DWMG

DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

Cordasco Financial Network's DDWM Position: Q2 2022 in Review

Cordasco Financial Network held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2022 at 640 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #291.

Cordasco Financial Network first reported a position in DDWM in Q3 2018 and has held it in 16 quarters since. The position peaked at $20K in Q1 2022. 48 funds tracked by Wall St. Rank hold DDWM as of Q2 2022.

Cordasco Financial Network held 640 shares of WisdomTree Dynamic International Equity Fund worth $18K as of Q2 2022.
Cordasco Financial Network left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2022.
WisdomTree Dynamic International Equity Fund made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #291 holding.
Cordasco Financial Network first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and has held it in 16 quarters since.
Cordasco Financial Network's WisdomTree Dynamic International Equity Fund position peaked at $20K in Q1 2022.
48 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.