WEG
DUDE

World Equity Group’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

World Equity Group’s Portfolio DUDE Stock Details DUDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-118,616
Closed -$2.82M – 364
2022
Q2 		$2.82M Sell
118,616
-2,728
-2% -$69.1K 0.71% 33
2022
Q1 		$3.29M Buy
+121,344
New +$3.32M 0.71% 26

Other funds holding DUDE

SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

World Equity Group's DUDE Position: Q3 2022 in Review

World Equity Group sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2022, closing a stake of 118,616 shares — an estimated $2.82M sold.

World Equity Group first reported a position in DUDE in Q1 2022 and held it in 2 quarters. The position peaked at $3.29M in Q1 2022. 10 funds tracked by Wall St. Rank hold DUDE as of Q3 2022.

  • World Equity Group reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 118,616 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2022, an estimated $2.82M.
  • World Equity Group first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2022 and held it in 2 quarters.
  • World Equity Group's Merlyn.AI SectorSurfer Momentum ETF position peaked at $3.29M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.