RWB
DDWM icon

RMR Wealth Builders’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-283
Closed -$8K – 289
2021
Q1 		$8K Buy
+283
New +$8.2K ﹤0.01% 615

Other funds holding DDWM

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's DDWM Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2021, closing a stake of 283 shares — an estimated $8K sold.

RMR Wealth Builders first reported a position in DDWM in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 34 funds tracked by Wall St. Rank hold DDWM as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 283 WisdomTree Dynamic International Equity Fund shares in Q2 2021, an estimated $8K.
  • RMR Wealth Builders first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Dynamic International Equity Fund position peaked at $8K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.