SAM
DDWM icon

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 $3.25B AUM 14.16% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return