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S.C. Financial Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

S.C. Financial Services’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 		$235K Buy
+8,023
New +$228K 0.36% 97

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 $18.5B AUM 19.51% 1-Year Est. Return

S.C. Financial Services's DDWM Position: Q4 2022 in Review

S.C. Financial Services opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2022: 8,023 shares worth $235K. The stake represents 0.36% of the portfolio and ranks #97 among its holdings.

55 funds tracked by Wall St. Rank hold DDWM as of Q4 2022.

  • S.C. Financial Services held 8,023 shares of WisdomTree Dynamic International Equity Fund worth $235K as of Q4 2022.
  • WisdomTree Dynamic International Equity Fund was a new S.C. Financial Services position in Q4 2022.
  • WisdomTree Dynamic International Equity Fund made up 0.36% of S.C. Financial Services's portfolio in Q4 2022, its #97 holding.
  • 55 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.