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Opus Capital Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Opus Capital 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
2022
Q3 		– Sell
-7,535
Closed -$211K – 109
2022
Q2 		$211K Sell
7,535
-57,597
-88% -$1.72M 0.04% 105
2022
Q1 		$2M Sell
65,132
-202,225
-76% -$6.19M 0.39% 36
2021
Q4 		$8.24M Sell
267,357
-9,769
-4% -$298K 1.7% 15
2021
Q3 		$8.27M Sell
277,126
-11,156
-4% -$346K 1.87% 15
2021
Q2 		$8.85M Sell
288,282
-2,567
-0.9% -$79K 2.01% 13
2021
Q1 		$8.66M Sell
290,849
-7,488
-3% -$217K 2.08% 13
2020
Q4 		$8.31M Sell
298,337
-870
-0.3% -$23.2K 2.11% 12
2020
Q3 		$7.61M Sell
299,207
-1,047
-0.3% -$27.3K 2.22% 12
2020
Q2 		$7.61M Sell
300,254
-6,612
-2% -$162K 2.33% 12
2020
Q1 		$7.02M Sell
306,866
-16,163
-5% -$447K 2.48% 12
2019
Q4 		$9.79M Buy
323,029
+10,791
+3% +$320K 2.88% 12
2019
Q3 		$9M Sell
312,238
-250
-0.1% -$7.13K 2.77% 12
2019
Q2 		$9.06M Buy
+312,488
New +$9.03M 2.72% 13

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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Opus Capital Group's DDWM Position: Q3 2022 in Review

Opus Capital Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2022, closing a stake of 7,535 shares — an estimated $211K sold.

Opus Capital Group first reported a position in DDWM in Q2 2019 and held it in 13 quarters. The position peaked at $9.79M in Q4 2019. 47 funds tracked by Wall St. Rank hold DDWM as of Q3 2022.

  • Opus Capital Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Opus Capital Group sold 7,535 WisdomTree Dynamic International Equity Fund shares in Q3 2022, an estimated $211K.
  • Opus Capital Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2019 and held it in 13 quarters.
  • Opus Capital Group's WisdomTree Dynamic International Equity Fund position peaked at $9.79M in Q4 2019.
  • 47 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2022.

Based on Opus Capital Group's 13F filing for Q3 2022, filed 31 Oct 2022.