Perennial Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Perennial Investment Advisors’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
2020 Q1	–	Sell	-11,200	Closed	-$339K	–	122
2019 Q4	$339K	Buy	+11,200	New	+$332K	0.27%	90

Other funds holding DDWM

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ECM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Perennial Investment Advisors's DDWM Position: Q1 2020 in Review

Perennial Investment Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 11,200 shares — an estimated $339K sold.

Perennial Investment Advisors first reported a position in DDWM in Q4 2019 and held it in 1 quarter. The position peaked at $339K in Q4 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

Perennial Investment Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
Perennial Investment Advisors sold 11,200 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $339K.
Perennial Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and held it in 1 quarter.
Perennial Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $339K in Q4 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Perennial Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.