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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
Cetera Investment Advisers
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
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return

Midland Wealth Advisors's DDWM Position: Q3 2024 in Review

Midland Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2024, closing a stake of 6,296 shares — an estimated $214K sold.

Midland Wealth Advisors first reported a position in DDWM in Q4 2023 and held it in 3 quarters. The position peaked at $888K in Q4 2023. 79 funds tracked by Wall St. Rank hold DDWM as of Q3 2024.

  • Midland Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 6,296 WisdomTree Dynamic International Equity Fund shares in Q3 2024, an estimated $214K.
  • Midland Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and held it in 3 quarters.
  • Midland Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $888K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.