Hochman Cole Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$316K	Sell	10,590 -1,162	-10%	-$36K	0.12%	102
2021 Q2	$361K	Sell	11,752 -45	-0.4%	-$1.38K	0.14%	89
2021 Q1	$351K	Sell	11,797 -8,536	-42%	-$247K	0.15%	90
2020 Q4	$566K	Sell	20,333 -7,887	-28%	-$211K	0.24%	65
2020 Q3	$718K	Sell	28,220 -12,593	-31%	-$328K	0.35%	51
2020 Q2	$1.03M	Sell	40,813 -8,915	-18%	-$219K	0.57%	38
2020 Q1	$1.14M	Buy	49,728 +8,557	+21%	+$237K	0.78%	33
2019 Q4	$1.25M	Buy	41,171 +5,307	+15%	+$157K	0.68%	36
2019 Q3	$1.03M	Sell	35,864 -13,154	-27%	-$375K	0.65%	37
2019 Q2	$1.42M	Sell	49,018 -20,012	-29%	-$578K	0.85%	32
2019 Q1	$1.97M	Sell	69,030 -6,937	-9%	-$193K	1.17%	25
2018 Q4	$1.97M	Buy	75,967 +36,546	+93%	+$1.01M	1.35%	21
2018 Q3	$1.17M	Buy	39,421 +1,651	+4%	+$48.5K	0.73%	32
2018 Q2	$1.09M	Buy	37,770 +880	+2%	+$26.6K	0.72%	33
2018 Q1	$1.1M	Sell	36,890 -44,047	-54%	-$1.34M	0.76%	33
2017 Q4	$2.47M	Buy	80,937 +1,438	+2%	+$43.4K	1.56%	21
2017 Q3	$2.36M	Buy	79,499 +5,275	+7%	+$153K	1.55%	21
2017 Q2	$2.11M	Buy	74,224 +6,897	+10%	+$196K	1.46%	21
2017 Q1	$1.87M	Buy	67,327 +679	+1%	+$18.5K	1.36%	23
2016 Q4	$1.76M	Sell	66,648 -123	-0.2%	-$3.2K	1.28%	25
2016 Q3	$1.73M	Buy	+66,771	New	+$1.7M	1.29%	23

Other funds holding DDWM

RJFSA

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

ECM

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

OCG

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Hochman Cole Investment Advisors's DDWM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 9.9% in Q3 2021, selling an estimated $36K and leaving 10,590 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #102.

Hochman Cole Investment Advisors first reported a position in DDWM in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.47M in Q4 2017. 33 funds tracked by Wall St. Rank hold DDWM as of Q3 2021.

Hochman Cole Investment Advisors held 10,590 shares of WisdomTree Dynamic International Equity Fund worth $316K as of Q3 2021.
Hochman Cole Investment Advisors sold 1,162 WisdomTree Dynamic International Equity Fund shares in Q3 2021, an estimated $36K.
WisdomTree Dynamic International Equity Fund made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #102 holding.
Hochman Cole Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2016 and has held it in 21 quarters since.
Hochman Cole Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $2.47M in Q4 2017.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.