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

OneAscent Financial Services’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
2022
Q4 		– Sell
-24,764
Closed -$645K – 197
2022
Q3 		$645K Buy
24,764
+772
+3% +$21.7K 0.26% 61
2022
Q2 		$671K Buy
+23,992
New +$718K 0.3% 53

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $2.49B AUM 17.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OneAscent Financial Services's DDWM Position: Q4 2022 in Review

OneAscent Financial Services sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2022, closing a stake of 24,764 shares — an estimated $645K sold.

OneAscent Financial Services first reported a position in DDWM in Q2 2022 and held it in 2 quarters. The position peaked at $671K in Q2 2022. 55 funds tracked by Wall St. Rank hold DDWM as of Q4 2022.

  • OneAscent Financial Services reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 24,764 WisdomTree Dynamic International Equity Fund shares in Q4 2022, an estimated $645K.
  • OneAscent Financial Services first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and held it in 2 quarters.
  • OneAscent Financial Services's WisdomTree Dynamic International Equity Fund position peaked at $671K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2022.

Based on OneAscent Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.