Patriot Financial Group Insurance Agency’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-49	Closed	-$1K	–	753
2022 Q2	$1K	Buy	+49	New	+$1.58K	﹤0.01%	1878

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MMA

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HNW

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AWM

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JSL

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ECM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DDLS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2022, closing a stake of 49 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in DDLS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 16 funds tracked by Wall St. Rank hold DDLS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 49 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $1K in Q2 2022.
16 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.