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

Townsend 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
2020
Q3 		– Sell
-5,126
Closed -$130K – 174
2020
Q2 		$130K Hold
5,126
– – 0.1% 134
2020
Q1 		$117K Hold
5,126
– – 0.12% 126
2019
Q4 		$155K Buy
+5,126
New +$152K 0.13% 144

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

Townsend Asset Management's DDWM Position: Q3 2020 in Review

Townsend Asset Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2020, closing a stake of 5,126 shares — an estimated $130K sold.

Townsend Asset Management first reported a position in DDWM in Q4 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 33 funds tracked by Wall St. Rank hold DDWM as of Q3 2020.

  • Townsend Asset Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Townsend Asset Management sold 5,126 WisdomTree Dynamic International Equity Fund shares in Q3 2020, an estimated $130K.
  • Townsend Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and held it in 3 quarters.
  • Townsend Asset Management's WisdomTree Dynamic International Equity Fund position peaked at $155K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2020.

Based on Townsend Asset Management's 13F filing for Q3 2020, filed 2 Nov 2020.