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Systelligence LLC’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Systelligence LLC’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
-22,682
Closed -$575K – 54
2020
Q2 		$575K Buy
+22,682
New +$557K 0.19% 52
2020
Q1 		– Sell
-45,010
Closed -$1.36M – 51
2019
Q4 		$1.36M Buy
+45,010
New +$1.33M 0.5% 44

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 $930M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMG
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC's DDWM Position: Q3 2020 in Review

Systelligence LLC sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2020, closing a stake of 22,682 shares — an estimated $575K sold.

Systelligence LLC first reported a position in DDWM in Q4 2019 and held it in 2 quarters. The position peaked at $1.36M in Q4 2019. 33 funds tracked by Wall St. Rank hold DDWM as of Q3 2020.

  • Systelligence LLC reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Systelligence LLC sold 22,682 WisdomTree Dynamic International Equity Fund shares in Q3 2020, an estimated $575K.
  • Systelligence LLC first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and held it in 2 quarters.
  • Systelligence LLC's WisdomTree Dynamic International Equity Fund position peaked at $1.36M in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2020.

Based on Systelligence LLC's 13F filing for Q3 2020, filed 23 Sep 2021.