Midland Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Midland Wealth Advisors’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 Q3	–	Sell	-6,296	Closed	-$214K	–	196
2024 Q2	$214K	Sell	6,296 -2,250	-26%	-$77.2K	0.01%	206
2024 Q1	$292K	Sell	8,546 -19,050	-69%	-$622K	0.02%	169
2023 Q4	$888K	Buy	+27,596	New	+$850K	0.06%	96

Other funds holding DDWM

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

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

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

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return