Simplicity Solutions’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Simplicity Solutions’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-32,287	Closed	-$996K	–	569
2020 Q4	$996K	Buy	32,287 +4,521	+16%	+$132K	0.01%	540
2020 Q3	$769K	Buy	27,766 +2,623	+10%	+$71.6K	0.01%	548
2020 Q2	$658K	Buy	25,143 +4,903	+24%	+$123K	0.01%	579
2020 Q1	$468K	Buy	20,240 +1,840	+10%	+$53.9K	0.01%	505
2019 Q4	$606K	Buy	18,400 +10,378	+129%	+$327K	0.02%	496
2019 Q3	$240K	Buy	+8,022	New	+$236K	0.01%	637

Other funds holding DDLS

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Solutions's DDLS Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2021, closing a stake of 32,287 shares — an estimated $996K sold.

Simplicity Solutions first reported a position in DDLS in Q3 2019 and held it in 6 quarters. The position peaked at $996K in Q4 2020. 10 funds tracked by Wall St. Rank hold DDLS as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 32,287 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2021, an estimated $996K.
Simplicity Solutions first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $996K in Q4 2020.
10 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.