Fund Evaluation Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Fund Evaluation Group’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
2020 Q2	–	Sell	-886,745	Closed	-$17.3M	–	28
2020 Q1	$17.3M	Buy	886,745 +258,470	+41%	+$7.15M	2.91%	8
2019 Q4	$19M	Sell	628,275 -2,281	-0.4%	-$67.6K	3.11%	7
2019 Q3	$18.2M	Buy	630,556 +1,150	+0.2%	+$32.8K	3.38%	7
2019 Q2	$18.3M	Sell	629,406 -5,424	-0.9%	-$157K	3.08%	7
2019 Q1	$18.1M	Sell	634,830 -39,503	-6%	-$1.1M	3.43%	7
2018 Q4	$17.5M	Sell	674,333 -84,765	-11%	-$2.34M	4.35%	5
2018 Q3	$22.5M	Sell	759,098 -307,129	-29%	-$9.02M	3.71%	4
2018 Q2	$30.8M	Sell	1,066,227 -6,882,627	-87%	-$208M	4.91%	4
2018 Q1	$236M	Buy	7,948,854 +488,738	+7%	+$14.9M	26.3%	2
2017 Q4	$228M	Sell	7,460,116 -153,543	-2%	-$4.63M	24.54%	2
2017 Q3	$226M	Sell	7,613,659 -604,200	-7%	-$17.5M	36.23%	1
2017 Q2	$234M	Sell	8,217,859 -375,138	-4%	-$10.7M	31.57%	1
2017 Q1	$239M	Buy	8,592,997 +7,552	+0.1%	+$206K	31.33%	1
2016 Q4	$227M	Sell	8,585,445 -941,317	-10%	-$24.5M	30%	1
2016 Q3	$247M	Buy	9,526,762 +239,167	+3%	+$6.1M	38.58%	1
2016 Q2	$227M	Buy	+9,287,595	New	+$230M	36.92%	1

Other funds holding DDWM

RJFSA

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

ECM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Fund Evaluation Group's DDWM Position: Q2 2020 in Review

Fund Evaluation Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2020, closing a stake of 886,745 shares — an estimated $17.3M sold.

Fund Evaluation Group first reported a position in DDWM in Q2 2016 and held it in 16 quarters. The position peaked at $247M in Q3 2016. 35 funds tracked by Wall St. Rank hold DDWM as of Q2 2020.

Fund Evaluation Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2020 after selling out during the quarter.
Fund Evaluation Group sold 886,745 WisdomTree Dynamic International Equity Fund shares in Q2 2020, an estimated $17.3M.
Fund Evaluation Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2016 and held it in 16 quarters.
Fund Evaluation Group's WisdomTree Dynamic International Equity Fund position peaked at $247M in Q3 2016.
35 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2020.

Based on Fund Evaluation Group's 13F filing for Q2 2020, filed 12 Aug 2020.