Newbridge Financial Services Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Newbridge Financial Services Group’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
2023 Q2	–	Sell	-509	Closed	-$15.7K	–	1369
2023 Q1	$15.7K	Hold	509	–	–	0.01%	795
2022 Q4	$14.9K	Buy	509 +12	+2%	+$341	0.01%	809
2022 Q3	$13K	Buy	497 +6	+1%	+$169	0.01%	810
2022 Q2	$14K	Hold	491	–	–	0.01%	748
2022 Q1	$15K	Hold	491	–	–	0.01%	803
2021 Q4	$15K	Hold	491	–	–	0.01%	799
2021 Q3	$15K	Buy	491 +247	+101%	+$7.66K	0.01%	741
2021 Q2	$7K	Buy	+244	New	+$7.51K	﹤0.01%	1047

Other funds holding DDWM

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

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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