V Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

V Wealth Advisors’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	–	Sell	-10,728	Closed	-$335K	–	164
2023 Q2	$335K	Buy	10,728 +137	+1%	+$4.3K	0.06%	272
2023 Q1	$327K	Buy	10,591 +65	+0.6%	+$2K	0.06%	272
2022 Q4	$308K	Buy	10,526 +42	+0.4%	+$1.2K	0.06%	274
2022 Q3	$273K	Buy	10,484 +74	+0.7%	+$2.08K	0.05%	300
2022 Q2	$291K	Buy	10,410 +153	+1%	+$4.58K	0.05%	316
2022 Q1	$315K	Buy	10,257 +42	+0.4%	+$1.29K	0.05%	338
2021 Q4	$315K	Buy	10,215 +52	+0.5%	+$1.58K	0.05%	349
2021 Q3	$303K	Buy	10,163 +107	+1%	+$3.32K	0.05%	355
2021 Q2	$310K	Buy	10,056 +81	+0.8%	+$2.49K	0.05%	361
2021 Q1	$297K	Buy	9,975 +83	+0.8%	+$2.41K	0.05%	337
2020 Q4	$275K	Buy	+9,892	New	+$264K	0.06%	313
2020 Q3	–	Sell	-8,826	Closed	-$224K	–	202
2020 Q2	$224K	Buy	+8,826	New	+$217K	0.06%	316

Other funds holding DDWM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

V Wealth Advisors's DDWM Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2023, closing a stake of 10,728 shares — an estimated $335K sold.

V Wealth Advisors first reported a position in DDWM in Q2 2020 and held it in 12 quarters. The position peaked at $335K in Q2 2023. 65 funds tracked by Wall St. Rank hold DDWM as of Q3 2023.

V Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,728 WisdomTree Dynamic International Equity Fund shares in Q3 2023, an estimated $335K.
V Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2020 and held it in 12 quarters.
V Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $335K in Q2 2023.
65 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.