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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

RJA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Endowment Wealth Management's DDWM Position: Q1 2023 in Review

Endowment Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2023, closing a stake of 78,477 shares — an estimated $2.3M sold.

Endowment Wealth Management first reported a position in DDWM in Q4 2021 and held it in 5 quarters. The position peaked at $2.3M in Q4 2022. 56 funds tracked by Wall St. Rank hold DDWM as of Q1 2023.

Endowment Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2023 after selling out during the quarter.
Endowment Wealth Management sold 78,477 WisdomTree Dynamic International Equity Fund shares in Q1 2023, an estimated $2.3M.
Endowment Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and held it in 5 quarters.
Endowment Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $2.3M in Q4 2022.
56 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2023.

Based on Endowment Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.