Summit Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Summit Asset Management’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
2018 Q4	–	Sell	-9,781	Closed	-$290K	–	105
2018 Q3	$290K	Hold	9,781	–	–	0.13%	81
2018 Q2	$283K	Hold	9,781	–	–	0.14%	84
2018 Q1	$291K	Hold	9,781	–	–	0.14%	84
2017 Q4	$299K	Hold	9,781	–	–	0.14%	84
2017 Q3	$291K	Hold	9,781	–	–	0.15%	82
2017 Q2	$278K	Hold	9,781	–	–	0.15%	81
2017 Q1	$272K	Hold	9,781	–	–	0.16%	80
2016 Q4	$259K	Buy	+9,781	New	+$254K	0.16%	83

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ECM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

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

Summit Asset Management's DDWM Position: Q4 2018 in Review

Summit Asset Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2018, closing a stake of 9,781 shares — an estimated $290K sold.

Summit Asset Management first reported a position in DDWM in Q4 2016 and held it in 8 quarters. The position peaked at $299K in Q4 2017. 33 funds tracked by Wall St. Rank hold DDWM as of Q4 2018.

Summit Asset Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2018 after selling out during the quarter.
Summit Asset Management sold 9,781 WisdomTree Dynamic International Equity Fund shares in Q4 2018, an estimated $290K.
Summit Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2016 and held it in 8 quarters.
Summit Asset Management's WisdomTree Dynamic International Equity Fund position peaked at $299K in Q4 2017.
33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2018.

Based on Summit Asset Management's 13F filing for Q4 2018, filed 7 Feb 2019.