DB Wealth Management Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

DB Wealth Management Group’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 Q4	–	Sell	-118,921	Closed	-$3.1M	–	356
2022 Q3	$3.1M	Buy	118,921 +41,738	+54%	+$1.17M	2.21%	8
2022 Q2	$2.16M	Buy	77,183 +54,692	+243%	+$1.64M	1.47%	16
2022 Q1	$690K	Buy	+22,491	New	+$689K	0.42%	50

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 $1.55T AUM 33.47% 1-Year Est. Return

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

ECM

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

SIM

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

RJA

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

DB Wealth Management Group's DDWM Position: Q4 2022 in Review

DB Wealth Management Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2022, closing a stake of 118,921 shares — an estimated $3.1M sold.

DB Wealth Management Group first reported a position in DDWM in Q1 2022 and held it in 3 quarters. The position peaked at $3.1M in Q3 2022. 55 funds tracked by Wall St. Rank hold DDWM as of Q4 2022.

DB Wealth Management Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 118,921 WisdomTree Dynamic International Equity Fund shares in Q4 2022, an estimated $3.1M.
DB Wealth Management Group first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2022 and held it in 3 quarters.
DB Wealth Management Group's WisdomTree Dynamic International Equity Fund position peaked at $3.1M in Q3 2022.
55 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.