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Raymond James Financial Services Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$19M Sell
529,237
-347,591
-40% -$12.2M 0.03% 572
2024
Q2 		$29.9M Sell
876,828
-1,091
-0.1% -$37.5K 0.04% 386
2024
Q1 		$30M Sell
877,919
-503,426
-36% -$16.4M 0.04% 380
2023
Q4 		$44.5M Buy
1,381,345
+40,841
+3% +$1.26M 0.07% 256
2023
Q3 		$40.8M Buy
1,340,504
+66,412
+5% +$2.06M 0.07% 258
2023
Q2 		$39.8M Sell
1,274,092
-12,340
-1% -$387K 0.07% 272
2023
Q1 		$39.8M Sell
1,286,432
-202,972
-14% -$6.26M 0.08% 248
2022
Q4 		$43.6M Buy
1,489,404
+294,841
+25% +$8.39M 0.09% 224
2022
Q3 		$31.1M Buy
1,194,563
+96,254
+9% +$2.7M 0.07% 277
2022
Q2 		$30.7M Buy
1,098,309
+94,916
+9% +$2.84M 0.07% 287
2022
Q1 		$30.8M Buy
1,003,393
+75,491
+8% +$2.31M 0.06% 322
2021
Q4 		$28.6M Buy
927,902
+45,493
+5% +$1.39M 0.05% 344
2021
Q3 		$26.3M Buy
882,409
+73,442
+9% +$2.28M 0.05% 342
2021
Q2 		$24.8M Buy
808,967
+65,603
+9% +$2.02M 0.05% 368
2021
Q1 		$22.1M Buy
743,364
+22,616
+3% +$656K 0.05% 365
2020
Q4 		$20.1M Buy
720,748
+7,392
+1% +$197K 0.05% 353
2020
Q3 		$18.1M Sell
713,356
-97,645
-12% -$2.54M 0.05% 342
2020
Q2 		$20.6M Buy
811,001
+88,510
+12% +$2.17M 0.07% 290
2020
Q1 		$16.5M Buy
722,491
+185,132
+34% +$5.12M 0.07% 250
2019
Q4 		$16.3M Buy
537,359
+39,086
+8% +$1.16M 0.05% 368
2019
Q3 		$14.4M Sell
498,273
-48,012
-9% -$1.37M 0.05% 378
2019
Q2 		$15.8M Buy
546,285
+429,448
+368% +$12.4M 0.06% 343
2019
Q1 		$3.33M Buy
116,837
+30,797
+36% +$858K 0.01% 811
2018
Q4 		$2.23M Sell
86,040
-2,334
-3% -$64.5K 0.01% 849
2018
Q3 		$2.62M Buy
88,374
+3,054
+4% +$89.7K 0.01% 926
2018
Q2 		$2.47M Buy
85,320
+4,479
+6% +$135K 0.01% 909
2018
Q1 		$2.4M Buy
80,841
+8,721
+12% +$265K 0.01% 842
2017
Q4 		$2.2M Buy
72,120
+114
+0.2% +$3.44K 0.01% 865
2017
Q3 		$2.14M Buy
72,006
+254
+0.4% +$7.38K 0.01% 890
2017
Q2 		$2.04M Buy
71,752
+37,469
+109% +$1.07M 0.01% 876
2017
Q1 		$952K Buy
+34,283
New +$935K 0.01% 1216

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors's DDWM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 40% in Q3 2024, selling an estimated $12.2M and leaving 529,237 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #572.

Raymond James Financial Services Advisors first reported a position in DDWM in Q1 2017 and has held it in 31 quarters since. The position peaked at $44.5M in Q4 2023. 79 funds tracked by Wall St. Rank hold DDWM as of Q3 2024.

  • Raymond James Financial Services Advisors held 529,237 shares of WisdomTree Dynamic International Equity Fund worth $19M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 347,591 WisdomTree Dynamic International Equity Fund shares in Q3 2024, an estimated $12.2M.
  • WisdomTree Dynamic International Equity Fund made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #572 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2017 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's WisdomTree Dynamic International Equity Fund position peaked at $44.5M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.