ZF
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Zhang Financial’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Zhang Financial’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
2022
Q2 		– Sell
-11,605
Closed -$356K – 219
2022
Q1 		$356K Hold
11,605
– – 0.06% 169
2021
Q4 		$358K Hold
11,605
– – 0.06% 150
2021
Q3 		$346K Buy
+11,605
New +$360K 0.08% 116

Other funds holding DDWM

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
DWMG
DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

Zhang Financial's DDWM Position: Q2 2022 in Review

Zhang Financial sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2022, closing a stake of 11,605 shares — an estimated $356K sold.

Zhang Financial first reported a position in DDWM in Q3 2021 and held it in 3 quarters. The position peaked at $358K in Q4 2021. 48 funds tracked by Wall St. Rank hold DDWM as of Q2 2022.

  • Zhang Financial reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Zhang Financial sold 11,605 WisdomTree Dynamic International Equity Fund shares in Q2 2022, an estimated $356K.
  • Zhang Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2021 and held it in 3 quarters.
  • Zhang Financial's WisdomTree Dynamic International Equity Fund position peaked at $358K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2022.

Based on Zhang Financial's 13F filing for Q2 2022, filed 14 Jul 2022.