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Winfield Associates’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Winfield Associates’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
2017
Q4 		– Sell
-700
Closed -$21K – 839
2017
Q3 		$21K Buy
+700
New +$20.3K 0.01% 281

Other funds holding DDWM

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Winfield Associates's DDWM Position: Q4 2017 in Review

Winfield Associates sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2017, closing a stake of 700 shares — an estimated $21K sold.

Winfield Associates first reported a position in DDWM in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 31 funds tracked by Wall St. Rank hold DDWM as of Q4 2017.

  • Winfield Associates reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Winfield Associates sold 700 WisdomTree Dynamic International Equity Fund shares in Q4 2017, an estimated $21K.
  • Winfield Associates first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2017 and held it in 1 quarter.
  • Winfield Associates's WisdomTree Dynamic International Equity Fund position peaked at $21K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2017.

Based on Winfield Associates's 13F filing for Q4 2017, filed 12 Feb 2018.