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

Endowment Wealth Management’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
2023 Q1	–	Sell	-78,477	Closed	-$2.3M	–	139
2022 Q4	$2.3M	Buy	78,477 +5,662	+8%	+$161K	2.53%	9
2022 Q3	$1.9M	Buy	72,815 +6,099	+9%	+$171K	2.3%	10
2022 Q2	$1.86M	Buy	66,716 +5,206	+8%	+$156K	2.25%	9
2022 Q1	$1.89M	Sell	61,510 -12,497	-17%	-$383K	1.98%	10
2021 Q4	$2.28M	Buy	+74,007	New	+$2.26M	2.31%	9

Other funds holding DDWM

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

Bank of America

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

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

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return