Wealth Advisory Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Wealth Advisory Solutions’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	-11,344	Closed	-$355K	–	119
2023 Q2	$355K	Hold	11,344	–	–	0.09%	86
2023 Q1	$351K	Hold	11,344	–	–	0.09%	101
2022 Q4	$332K	Hold	11,344	–	–	0.09%	107
2022 Q3	$295K	Hold	11,344	–	–	0.08%	110
2022 Q2	$317K	Buy	11,344 +1,746	+18%	+$52.2K	0.08%	112
2022 Q1	$295K	Buy	+9,598	New	+$294K	0.06%	124

Other funds holding DDWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.77B AUM 20.35% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealth Advisory Solutions's DDWM Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2023, closing a stake of 11,344 shares — an estimated $355K sold.

Wealth Advisory Solutions first reported a position in DDWM in Q1 2022 and held it in 6 quarters. The position peaked at $355K in Q2 2023. 65 funds tracked by Wall St. Rank hold DDWM as of Q3 2023.

Wealth Advisory Solutions reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 11,344 WisdomTree Dynamic International Equity Fund shares in Q3 2023, an estimated $355K.
Wealth Advisory Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2022 and held it in 6 quarters.
Wealth Advisory Solutions's WisdomTree Dynamic International Equity Fund position peaked at $355K in Q2 2023.
65 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.