Main Street Financial Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-9,200	Closed	-$244K	–	440
2022 Q3	$244K	Sell	9,200 -211	-2%	-$5.93K	0.04%	372
2022 Q2	$260K	Buy	+9,411	New	+$282K	0.03%	371

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

MNBTD

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Main Street Financial Solutions's DDWM Position: Q4 2022 in Review

Main Street Financial Solutions sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2022, closing a stake of 9,200 shares — an estimated $244K sold.

Main Street Financial Solutions first reported a position in DDWM in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 55 funds tracked by Wall St. Rank hold DDWM as of Q4 2022.

Main Street Financial Solutions reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 9,200 WisdomTree Dynamic International Equity Fund shares in Q4 2022, an estimated $244K.
Main Street Financial Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and held it in 2 quarters.
Main Street Financial Solutions's WisdomTree Dynamic International Equity Fund position peaked at $260K in Q2 2022.
55 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.