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

Walkner Condon 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
2020
Q1 		– Sell
-8,313
Closed -$252K – 55
2019
Q4 		$252K Buy
+8,313
New +$246K 0.24% 58

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CG
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BFG
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HFA
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SC
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Walkner Condon Financial Advisors's DDWM Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2020, closing a stake of 8,313 shares — an estimated $252K sold.

Walkner Condon Financial Advisors first reported a position in DDWM in Q4 2019 and held it in 1 quarter. The position peaked at $252K in Q4 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 8,313 WisdomTree Dynamic International Equity Fund shares in Q1 2020, an estimated $252K.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $252K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.