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 $445B AUM 25.58% 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 $2.77B AUM 20.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Newbridge Financial Services Group's DDWM Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2023, closing a stake of 509 shares — an estimated $15.7K sold.

Newbridge Financial Services Group first reported a position in DDWM in Q2 2021 and held it in 8 quarters. The position peaked at $15.7K in Q1 2023. 61 funds tracked by Wall St. Rank hold DDWM as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 509 WisdomTree Dynamic International Equity Fund shares in Q2 2023, an estimated $15.7K.
Newbridge Financial Services Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree Dynamic International Equity Fund position peaked at $15.7K in Q1 2023.
61 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.