Harvest Investment Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Harvest Investment Services’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 Q2	–	Sell	-54,361	Closed	-$1.86M	–	190
2024 Q1	$1.86M	Sell	54,361 -40	-0.1%	-$1.3K	0.75%	40
2023 Q4	$1.75M	Hold	54,401	–	–	0.81%	35
2023 Q3	$1.66M	Buy	+54,401	New	+$1.69M	1.07%	28

Other funds holding DDWM

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

RJFSA

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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

AWM

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

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

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

SWA

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

Harvest Investment Services's DDWM Position: Q2 2024 in Review

Harvest Investment Services sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2024, closing a stake of 54,361 shares — an estimated $1.86M sold.

Harvest Investment Services first reported a position in DDWM in Q3 2023 and held it in 3 quarters. The position peaked at $1.86M in Q1 2024. 69 funds tracked by Wall St. Rank hold DDWM as of Q2 2024.

Harvest Investment Services reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2024 after selling out during the quarter.
Harvest Investment Services sold 54,361 WisdomTree Dynamic International Equity Fund shares in Q2 2024, an estimated $1.86M.
Harvest Investment Services first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and held it in 3 quarters.
Harvest Investment Services's WisdomTree Dynamic International Equity Fund position peaked at $1.86M in Q1 2024.
69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2024.

Based on Harvest Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.