Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Dow30 DDM Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio DDM Stock Details DDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,800	Closed	-$353K	–	512
2021 Q2	$353K	Buy	+9,800	New	+$345K	0.01%	361
2020 Q3	–	Sell	-11,158	Closed	-$225K	–	393
2020 Q2	$225K	Buy	+11,158	New	+$207K	0.01%	356
2019 Q4	–	Sell	-12,370	Closed	-$307K	–	427
2019 Q3	$307K	Buy	+12,370	New	+$302K	0.02%	312
2019 Q2	–	Sell	-33,424	Closed	-$775K	–	419
2019 Q1	$775K	Buy	+33,424	New	+$732K	0.05%	188
2017 Q2	–	Sell	-18,210	Closed	-$277K	–	336
2017 Q1	$277K	Buy	+18,210	New	+$271K	0.02%	255
2016 Q4	–	Sell	-69,780	Closed	-$828K	–	312
2016 Q3	$828K	Buy	+69,780	New	+$835K	0.08%	133
2014 Q4	–	Sell	-113,280	Closed	-$1.16M	–	313
2014 Q3	$1.16M	Buy	+113,280	New	+$1.15M	0.13%	109

Other funds holding DDM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Beaton Management Company Haverhill, Massachusetts $225M AUM 26.79% 1-Year Est. Return