Huber Financial Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Huber Financial 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
2020 Q1	$3.7M	Buy	161,604 +35,920	+29%	+$994K	1.38%	13
2019 Q4	$3.81M	Buy	125,684 +27,636	+28%	+$819K	1.32%	11
2019 Q3	$2.83M	Buy	98,048 +39,589	+68%	+$1.13M	1.1%	12
2019 Q2	$1.7M	Buy	58,459 +21,928	+60%	+$634K	0.74%	16
2019 Q1	$1.04M	Buy	36,531 +26,354	+259%	+$734K	0.51%	28
2018 Q4	$264K	Buy	+10,177	New	+$281K	0.14%	81

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

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

OCG

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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

Huber Financial Advisors's DDWM Position: Q1 2020 in Review

Huber Financial Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 29% in Q1 2020, buying an estimated $994K and bringing the position to 161,604 shares worth $3.7M. The position accounts for 1.38% of the portfolio, ranked #13.

Huber Financial Advisors first reported a position in DDWM in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.81M in Q4 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

Huber Financial Advisors held 161,604 shares of WisdomTree Dynamic International Equity Fund worth $3.7M as of Q1 2020.
Huber Financial Advisors bought 35,920 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $994K.
WisdomTree Dynamic International Equity Fund made up 1.38% of Huber Financial Advisors's portfolio in Q1 2020, its #13 holding.
Huber Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2018 and has held it in 6 quarters since.
Huber Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $3.81M in Q4 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.