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

TRUADVICE’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
2023
Q3 		$372K Buy
+12,231
New +$380K 0.15% 154
2021
Q1 		– Sell
-52,696
Closed -$1.49M – 282
2020
Q4 		$1.49M Sell
52,696
-6,536
-11% -$175K 0.45% 49
2020
Q3 		$1.53M Buy
+59,232
New +$1.54M 0.63% 41

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRUADVICE's DDWM Position: Q3 2023 in Review

TRUADVICE opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2023: 12,231 shares worth $372K. The stake represents 0.15% of the portfolio and ranks #154 among its holdings. This is a return to the name: TRUADVICE previously reported a position in DDWM as recently as Q4 2020.

TRUADVICE first reported a position in DDWM in Q3 2020 and has held it in 3 quarters since. The position peaked at $1.53M in Q3 2020. 65 funds tracked by Wall St. Rank hold DDWM as of Q3 2023.

  • TRUADVICE held 12,231 shares of WisdomTree Dynamic International Equity Fund worth $372K as of Q3 2023.
  • WisdomTree Dynamic International Equity Fund was a new TRUADVICE position in Q3 2023.
  • WisdomTree Dynamic International Equity Fund made up 0.15% of TRUADVICE's portfolio in Q3 2023, its #154 holding.
  • TRUADVICE first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2020 and has held it in 3 quarters since.
  • TRUADVICE's WisdomTree Dynamic International Equity Fund position peaked at $1.53M in Q3 2020.
  • 65 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.