Smart Money Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Smart Money Group’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
2020 Q4	–	Sell	-192,836	Closed	-$4.9M	–	57
2020 Q3	$4.9M	Buy	192,836 +42,982	+29%	+$1.12M	2.11%	13
2020 Q2	$3.8M	Sell	149,854 -11,030	-7%	-$271K	2.25%	16
2020 Q1	$3.68M	Buy	160,884 +1,425	+0.9%	+$39.4K	2.58%	11
2019 Q4	$4.83M	Sell	159,459 -31,919	-17%	-$946K	2.83%	10
2019 Q3	$5.52M	Sell	191,378 -190	-0.1%	-$5.42K	4.43%	5
2019 Q2	$5.56M	Buy	191,568 +25,586	+15%	+$740K	4.59%	5
2019 Q1	$4.73M	Buy	+165,982	New	+$4.62M	4.13%	5

Other funds holding DDWM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SIM

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Smart Money Group's DDWM Position: Q4 2020 in Review

Smart Money Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2020, closing a stake of 192,836 shares — an estimated $4.9M sold.

Smart Money Group first reported a position in DDWM in Q1 2019 and held it in 7 quarters. The position peaked at $5.56M in Q2 2019. 33 funds tracked by Wall St. Rank hold DDWM as of Q4 2020.

Smart Money Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 192,836 WisdomTree Dynamic International Equity Fund shares in Q4 2020, an estimated $4.9M.
Smart Money Group first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2019 and held it in 7 quarters.
Smart Money Group's WisdomTree Dynamic International Equity Fund position peaked at $5.56M in Q2 2019.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.