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	–	2561
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

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

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

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

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

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

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

SIM

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

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

Sowell Financial Services's DDWM Position: Q3 2020 in Review

Sowell Financial Services sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2020, closing a stake of 1,018 shares — an estimated $26K sold.

Sowell Financial Services first reported a position in DDWM in Q3 2019 and held it in 4 quarters. The position peaked at $147K in Q3 2019. 33 funds tracked by Wall St. Rank hold DDWM as of Q3 2020.

Sowell Financial Services reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2020 after selling out during the quarter.
Sowell Financial Services sold 1,018 WisdomTree Dynamic International Equity Fund shares in Q3 2020, an estimated $26K.
Sowell Financial Services first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2019 and held it in 4 quarters.
Sowell Financial Services's WisdomTree Dynamic International Equity Fund position peaked at $147K in Q3 2019.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.