Northwest Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Northwest Wealth Management’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-385	Closed	-$12K	–	199
2019 Q1	$12K	Buy	+385	New	+$11.3K	0.01%	327

Other funds holding DDLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Wealth Management's DDLS Position: Q2 2019 in Review

Northwest Wealth Management sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2019, closing a stake of 385 shares — an estimated $12K sold.

Northwest Wealth Management first reported a position in DDLS in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 9 funds tracked by Wall St. Rank hold DDLS as of Q2 2019.

Northwest Wealth Management reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 385 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2019, an estimated $12K.
Northwest Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2019 and held it in 1 quarter.
Northwest Wealth Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $12K in Q1 2019.
9 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.