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Valeo Financial Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Valeo Financial 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
2018
Q3 		– Sell
-20,931
Closed -$612K – 1795
2018
Q2 		$612K Buy
+20,931
New +$632K 0.09% 146

Other funds holding DDWM

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Valeo Financial Advisors's DDWM Position: Q3 2018 in Review

Valeo Financial Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2018, closing a stake of 20,931 shares — an estimated $612K sold.

Valeo Financial Advisors first reported a position in DDWM in Q2 2018 and held it in 1 quarter. The position peaked at $612K in Q2 2018. 33 funds tracked by Wall St. Rank hold DDWM as of Q3 2018.

  • Valeo Financial Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 20,931 WisdomTree Dynamic International Equity Fund shares in Q3 2018, an estimated $612K.
  • Valeo Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $612K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.