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

Simplicity Solutions’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 Q1	–	Sell	-68,929	Closed	-$1.92M	–	570
2020 Q4	$1.92M	Buy	68,929 +10,119	+17%	+$270K	0.03%	396
2020 Q3	$1.5M	Buy	58,810 +5,712	+11%	+$149K	0.03%	403
2020 Q2	$1.35M	Buy	53,098 +9,912	+23%	+$243K	0.03%	389
2020 Q1	$988K	Buy	43,186 +2,929	+7%	+$81.1K	0.03%	349
2019 Q4	$1.22M	Buy	40,257 +23,171	+136%	+$687K	0.04%	345
2019 Q3	$492K	Buy	+17,086	New	+$488K	0.02%	417

Other funds holding DDWM

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

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's DDWM Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2021, closing a stake of 68,929 shares — an estimated $1.92M sold.

Simplicity Solutions first reported a position in DDWM in Q3 2019 and held it in 6 quarters. The position peaked at $1.92M in Q4 2020. 33 funds tracked by Wall St. Rank hold DDWM as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 68,929 WisdomTree Dynamic International Equity Fund shares in Q1 2021, an estimated $1.92M.
Simplicity Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's WisdomTree Dynamic International Equity Fund position peaked at $1.92M in Q4 2020.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2021.

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