Sowell Financial Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Sowell 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
2020 Q3	–	Sell	-1,018	Closed	-$26K	–	2566
2020 Q2	$26K	Sell	1,018 -402	-28%	-$9.87K	﹤0.01%	1373
2020 Q1	$32K	Sell	1,420 -2,503	-64%	-$69.3K	﹤0.01%	1209
2019 Q4	$119K	Sell	3,923 -1,166	-23%	-$34.6K	0.01%	858
2019 Q3	$147K	Buy	+5,089	New	+$145K	0.01%	727

Other funds holding DDWM

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

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return