SMG
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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 $75B 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 $930M AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $376B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return