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Karp Capital Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Karp Capital 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
2022
Q3 		– Sell
-256,545
Closed -$7.17M – 126
2022
Q2 		$7.17M Buy
+256,545
New +$7.68M 1.27% 24

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Karp Capital Management's DDWM Position: Q3 2022 in Review

Karp Capital Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2022, closing a stake of 256,545 shares — an estimated $7.17M sold.

Karp Capital Management first reported a position in DDWM in Q2 2022 and held it in 1 quarter. The position peaked at $7.17M in Q2 2022. 47 funds tracked by Wall St. Rank hold DDWM as of Q3 2022.

  • Karp Capital Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Karp Capital Management sold 256,545 WisdomTree Dynamic International Equity Fund shares in Q3 2022, an estimated $7.17M.
  • Karp Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and held it in 1 quarter.
  • Karp Capital Management's WisdomTree Dynamic International Equity Fund position peaked at $7.17M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.