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

Maripau 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
2024 Q2	–	Sell	-7,781	Closed	-$266K	–	152
2024 Q1	$266K	Buy	+7,781	New	+$254K	0.2%	106
2023 Q4	–	Sell	-16,731	Closed	-$510K	–	113
2023 Q3	$510K	Buy	16,731 +2,163	+15%	+$67.2K	0.47%	51
2023 Q2	$455K	Buy	+14,568	New	+$457K	0.41%	53

Other funds holding DDWM

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

RJFSA

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

SPIA

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

AWM

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

RJA

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

Maripau Wealth Management's DDWM Position: Q2 2024 in Review

Maripau Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2024, closing a stake of 7,781 shares — an estimated $266K sold.

Maripau Wealth Management first reported a position in DDWM in Q2 2023 and held it in 3 quarters. The position peaked at $510K in Q3 2023. 69 funds tracked by Wall St. Rank hold DDWM as of Q2 2024.

Maripau Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2024 after selling out during the quarter.
Maripau Wealth Management sold 7,781 WisdomTree Dynamic International Equity Fund shares in Q2 2024, an estimated $266K.
Maripau Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2023 and held it in 3 quarters.
Maripau Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $510K in Q3 2023.
69 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2024.

Based on Maripau Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.