Koss-Olinger Consulting’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Koss-Olinger Consulting’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
2023 Q2	–	Sell	-7,045	Closed	-$218K	–	285
2023 Q1	$218K	Sell	7,045 -33	-0.5%	-$1.02K	0.03%	224
2022 Q4	$207K	Buy	+7,078	New	+$201K	0.03%	206
2022 Q1	–	Sell	-685,449	Closed	-$21.1M	–	212
2021 Q4	$21.1M	Buy	685,449 +23,760	+4%	+$724K	3.25%	9
2021 Q3	$19.8M	Buy	661,689 +22,083	+3%	+$685K	3.22%	9
2021 Q2	$19.6M	Buy	639,606 +63,888	+11%	+$1.97M	2.91%	9
2021 Q1	$17.1M	Buy	+575,718	New	+$16.7M	2.92%	8

Other funds holding DDWM

RJFSA

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

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

ECM

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Koss-Olinger Consulting's DDWM Position: Q2 2023 in Review

Koss-Olinger Consulting sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2023, closing a stake of 7,045 shares — an estimated $218K sold.

Koss-Olinger Consulting first reported a position in DDWM in Q1 2021 and held it in 6 quarters. The position peaked at $21.1M in Q4 2021. 61 funds tracked by Wall St. Rank hold DDWM as of Q2 2023.

Koss-Olinger Consulting reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2023 after selling out during the quarter.
Koss-Olinger Consulting sold 7,045 WisdomTree Dynamic International Equity Fund shares in Q2 2023, an estimated $218K.
Koss-Olinger Consulting first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2021 and held it in 6 quarters.
Koss-Olinger Consulting's WisdomTree Dynamic International Equity Fund position peaked at $21.1M in Q4 2021.
61 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2023.

Based on Koss-Olinger Consulting's 13F filing for Q2 2023, filed 31 Jul 2023.