Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q1 		– Sell
-7,793
Closed -$251K – 1613
2023
Q4 		$251K Sell
7,793
-597
-7% -$18.4K ﹤0.01% 1387
2023
Q3 		$256K Buy
+8,390
New +$261K ﹤0.01% 1309

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Portfolio Solutions's DDWM Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2024, closing a stake of 7,793 shares — an estimated $251K sold.

Envestnet Portfolio Solutions first reported a position in DDWM in Q3 2023 and held it in 2 quarters. The position peaked at $256K in Q3 2023. 69 funds tracked by Wall St. Rank hold DDWM as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,793 WisdomTree Dynamic International Equity Fund shares in Q1 2024, an estimated $251K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's WisdomTree Dynamic International Equity Fund position peaked at $256K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.