WealthShield Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

WealthShield Partners’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
2019 Q2	–	Sell	-167	Closed	-$5K	–	231
2019 Q1	$5K	Hold	167	–	–	﹤0.01%	244
2018 Q4	$4K	Hold	167	–	–	﹤0.01%	219
2018 Q3	$5K	Hold	167	–	–	﹤0.01%	223
2018 Q2	$5K	Hold	167	–	–	﹤0.01%	215
2018 Q1	$5K	Buy	+167	New	+$5.08K	﹤0.01%	209

Other funds holding DDWM

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

RJFSA

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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Caprock Group Boise, Idaho $4.12B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

WealthShield Partners's DDWM Position: Q2 2019 in Review

WealthShield Partners sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2019, closing a stake of 167 shares — an estimated $5K sold.

WealthShield Partners first reported a position in DDWM in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 37 funds tracked by Wall St. Rank hold DDWM as of Q2 2019.

WealthShield Partners reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2019 after selling out during the quarter.
WealthShield Partners sold 167 WisdomTree Dynamic International Equity Fund shares in Q2 2019, an estimated $5K.
WealthShield Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2018 and held it in 5 quarters.
WealthShield Partners's WisdomTree Dynamic International Equity Fund position peaked at $5K in Q1 2019.
37 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.