Envestnet Asset Management
DDLS icon

Envestnet Asset Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Envestnet Asset Management’s Portfolio DDLS Stock Details DDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-145,192
Closed -$4.55M – 4045
2023
Q2 		$4.55M Buy
+145,192
New +$4.62M ﹤0.01% 1757

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management's DDLS Position: Q3 2023 in Review

Envestnet Asset Management sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2023, closing a stake of 145,192 shares — an estimated $4.55M sold.

Envestnet Asset Management first reported a position in DDLS in Q2 2023 and held it in 1 quarter. The position peaked at $4.55M in Q2 2023. 21 funds tracked by Wall St. Rank hold DDLS as of Q3 2023.

  • Envestnet Asset Management reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 145,192 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2023, an estimated $4.55M.
  • Envestnet Asset Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2023 and held it in 1 quarter.
  • Envestnet Asset Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $4.55M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.