Surevest’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Surevest’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 Q1	–	Sell	-104,627	Closed	-$3.17M	–	103
2019 Q4	$3.17M	Sell	104,627 -7,187	-6%	-$213K	1.35%	12
2019 Q3	$3.22M	Buy	111,814 +298	+0.3%	+$8.5K	1.59%	11
2019 Q2	$3.23M	Buy	111,516 +3,299	+3%	+$95.4K	1.68%	11
2019 Q1	$3.08M	Sell	108,217 -2,544	-2%	-$70.9K	1.9%	13
2018 Q4	$2.87M	Buy	+110,761	New	+$3.06M	2.27%	8

Other funds holding DDWM

FEG

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

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

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

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

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

BFG

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

HFA

Huber Financial Advisors Lincolnshire, Illinois $267M AUM 9.28% 1-Year Est. Return

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

Surevest's DDWM Position: Q1 2020 in Review

Surevest sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 104,627 shares — an estimated $3.17M sold.

Surevest first reported a position in DDWM in Q4 2018 and held it in 5 quarters. The position peaked at $3.23M in Q2 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

Surevest reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 104,627 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $3.17M.
Surevest first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree Dynamic International Equity Fund position peaked at $3.23M in Q2 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.