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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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