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 $3.7B AUM 16.56% 1-Year Est. Return

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 $79.5B AUM 27.1% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

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

BFG

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthSource Partners's DDWM Position: Q3 2019 in Review

WealthSource Partners sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2019, closing a stake of 10,538 shares — an estimated $306K sold.

WealthSource Partners first reported a position in DDWM in Q1 2019 and held it in 2 quarters. The position peaked at $385K in Q1 2019. 43 funds tracked by Wall St. Rank hold DDWM as of Q3 2019.

WealthSource Partners reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2019 after selling out during the quarter.
WealthSource Partners sold 10,538 WisdomTree Dynamic International Equity Fund shares in Q3 2019, an estimated $306K.
WealthSource Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2019 and held it in 2 quarters.
WealthSource Partners's WisdomTree Dynamic International Equity Fund position peaked at $385K in Q1 2019.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.