Lloyd Advisory Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Lloyd Advisory Services’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
2024 Q2	–	Sell	-26,727	Closed	-$1.29M	–	119
2024 Q1	$1.29M	Buy	+26,727	New	+$872K	0.27%	62
2021 Q3	–	Sell	-775	Closed	-$24K	–	393
2021 Q2	$24K	Buy	+775	New	+$23.8K	0.01%	227

Other funds holding DDWM

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

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

SIM

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

ECM

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

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Lloyd Advisory Services's DDWM Position: Q2 2024 in Review

Lloyd Advisory Services sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2024, closing a stake of 26,727 shares — an estimated $1.29M sold.

Lloyd Advisory Services first reported a position in DDWM in Q2 2021 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 69 funds tracked by Wall St. Rank hold DDWM as of Q2 2024.

Lloyd Advisory Services reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2024 after selling out during the quarter.
Lloyd Advisory Services sold 26,727 WisdomTree Dynamic International Equity Fund shares in Q2 2024, an estimated $1.29M.
Lloyd Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2021 and held it in 2 quarters.
Lloyd Advisory Services's WisdomTree Dynamic International Equity Fund position peaked at $1.29M in Q1 2024.
69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.