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Gradient Investments’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Gradient Investments’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
Q3 		– Sell
-634
Closed -$21.6K – 532
2024
Q2 		$21.6K Buy
+634
New +$21.8K ﹤0.01% 625

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Gradient Investments's DDWM Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2024, closing a stake of 634 shares — an estimated $21.6K sold.

Gradient Investments first reported a position in DDWM in Q2 2024 and held it in 1 quarter. The position peaked at $21.6K in Q2 2024. 79 funds tracked by Wall St. Rank hold DDWM as of Q3 2024.

  • Gradient Investments reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 634 WisdomTree Dynamic International Equity Fund shares in Q3 2024, an estimated $21.6K.
  • Gradient Investments first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's WisdomTree Dynamic International Equity Fund position peaked at $21.6K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.