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

Patriot Financial Group Insurance Agency’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
-8,052
Closed -$210K – 434
2022
Q3 		$210K Sell
8,052
-161
-2% -$4.52K 0.05% 358
2022
Q2 		$230K Sell
8,213
-326
-4% -$9.75K 0.05% 352
2022
Q1 		$262K Sell
8,539
-187
-2% -$5.73K 0.05% 360
2021
Q4 		$269K Sell
8,726
-619
-7% -$18.9K 0.04% 380
2021
Q3 		$279K Sell
9,345
-1,800
-16% -$55.8K 0.05% 358
2021
Q2 		$342K Sell
11,145
-1,008
-8% -$31K 0.06% 306
2021
Q1 		$362K Sell
12,153
-3,502
-22% -$102K 0.08% 251
2020
Q4 		$436K Sell
15,655
-2,265
-13% -$60.5K 0.11% 198
2020
Q3 		$456K Sell
17,920
-362
-2% -$9.43K 0.15% 150
2020
Q2 		$463K Sell
18,282
-6,055
-25% -$149K 0.18% 126
2020
Q1 		$557K Sell
24,337
-32,156
-57% -$890K 0.25% 84
2019
Q4 		$1.71M Buy
56,493
+11,990
+27% +$356K 0.64% 24
2019
Q3 		$1.28M Buy
44,503
+398
+0.9% +$11.4K 0.58% 31
2019
Q2 		$1.29M Buy
44,105
+7,224
+20% +$209K 0.56% 32
2019
Q1 		$1.05M Buy
36,881
+11,881
+48% +$331K 0.54% 32
2018
Q4 		$648K Buy
25,000
+23,507
+1,574% +$649K 0.43% 40
2018
Q3 		$44K Buy
+1,493
New +$43.8K 0.03% 318

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 $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DDWM Position: Q4 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2022, closing a stake of 8,052 shares — an estimated $210K sold.

Patriot Financial Group Insurance Agency first reported a position in DDWM in Q3 2018 and held it in 17 quarters. The position peaked at $1.71M in Q4 2019. 55 funds tracked by Wall St. Rank hold DDWM as of Q4 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,052 WisdomTree Dynamic International Equity Fund shares in Q4 2022, an estimated $210K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Dynamic International Equity Fund position peaked at $1.71M in Q4 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2022, filed 17 Jan 2023.