Equitable Holdings’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Equitable Holdings’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	-7,193	Closed	-$231K	–	1172
2023 Q4	$231K	Sell	7,193 -5,026	-41%	-$155K	﹤0.01%	1024
2023 Q3	$372K	Sell	12,219 -5,603	-31%	-$174K	0.01%	818
2023 Q2	$557K	Sell	17,822 -697	-4%	-$21.9K	0.01%	674
2023 Q1	$572K	Buy	18,519 +7,563	+69%	+$233K	0.01%	618
2022 Q4	$320K	Buy	+10,956	New	+$312K	0.01%	717

Other funds holding DDWM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Equitable Holdings's DDWM Position: Q1 2024 in Review

Equitable Holdings sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2024, closing a stake of 7,193 shares — an estimated $231K sold.

Equitable Holdings first reported a position in DDWM in Q4 2022 and held it in 5 quarters. The position peaked at $572K in Q1 2023. 69 funds tracked by Wall St. Rank hold DDWM as of Q1 2024.

Equitable Holdings reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2024 after selling out during the quarter.
Equitable Holdings sold 7,193 WisdomTree Dynamic International Equity Fund shares in Q1 2024, an estimated $231K.
Equitable Holdings first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2022 and held it in 5 quarters.
Equitable Holdings's WisdomTree Dynamic International Equity Fund position peaked at $572K in Q1 2023.
69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.