IFWM
DDWM icon

Institute for Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Institute for Wealth Management’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 		– Sell
-1,667
Closed -$50K – 425
2019
Q4 		$50K Buy
+1,667
New +$49.4K 0.01% 514

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
HFA
Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Institute for Wealth Management's DDWM Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 1,667 shares — an estimated $50K sold.

Institute for Wealth Management first reported a position in DDWM in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,667 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $50K.
  • Institute for Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $50K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.