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

WealthSource 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 Q3	–	Sell	-10,538	Closed	-$306K	–	432
2019 Q2	$306K	Sell	10,538 -2,966	-22%	-$85.7K	0.05%	329
2019 Q1	$385K	Buy	+13,504	New	+$376K	0.09%	215

Other funds holding DDWM

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

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

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

Commonwealth Equity Services

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

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

Bank of America

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

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

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

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