AWM
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AE Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

AE Wealth Management’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
2026
Q2 		$452K Buy
9,779
+2,008
+26% +$92.4K ﹤0.01% 1268
2026
Q1 		$343K Sell
7,771
-1,081
-12% -$48.9K ﹤0.01% 1307
2025
Q4 		$385K Sell
8,852
-478
-5% -$20.3K ﹤0.01% 1188
2025
Q3 		$390K Buy
9,330
+2,724
+41% +$111K ﹤0.01% 1071
2025
Q2 		$262K Sell
6,606
-137
-2% -$5.22K ﹤0.01% 1172
2025
Q1 		$248K Sell
6,743
-1,563
-19% -$56.5K ﹤0.01% 1174
2024
Q4 		$286K Sell
8,306
-3,718
-31% -$129K ﹤0.01% 1124
2024
Q3 		$431K Sell
12,024
-301,442
-96% -$10.6M ﹤0.01% 929
2024
Q2 		$10.7M Buy
313,466
+18,496
+6% +$635K 0.11% 214
2024
Q1 		$10.1M Buy
294,970
+9,701
+3% +$317K 0.11% 216
2023
Q4 		$9.15M Buy
285,269
+37,117
+15% +$1.14M 0.05% 416
2023
Q3 		$7.56M Buy
248,152
+44,034
+22% +$1.37M 0.05% 444
2023
Q2 		$6.38M Buy
204,118
+40,996
+25% +$1.29M 0.04% 476
2023
Q1 		$5.04M Buy
163,122
+21,115
+15% +$651K 0.03% 505
2022
Q4 		$4.15M Sell
142,007
-8,479
-6% -$241K 0.03% 524
2022
Q3 		$3.92M Sell
150,486
-38,743
-20% -$1.09M 0.03% 483
2022
Q2 		$5.29M Buy
189,229
+1,490
+0.8% +$44.6K 0.04% 401
2022
Q1 		$5.76M Buy
187,739
+2,864
+2% +$87.7K 0.04% 399
2021
Q4 		$5.7M Buy
184,875
+6,434
+4% +$196K 0.04% 391
2021
Q3 		$5.33M Buy
178,441
+28,749
+19% +$891K 0.04% 370
2021
Q2 		$4.59M Buy
149,692
+33,223
+29% +$1.02M 0.04% 397
2021
Q1 		$3.47M Buy
116,469
+46,999
+68% +$1.36M 0.04% 409
2020
Q4 		$1.94M Buy
69,470
+10,235
+17% +$273K 0.02% 504
2020
Q3 		$1.51M Buy
59,235
+5,149
+10% +$134K 0.02% 514
2020
Q2 		$1.37M Buy
54,086
+9,681
+22% +$238K 0.02% 518
2020
Q1 		$1.02M Buy
44,405
+3,566
+9% +$98.7K 0.02% 482
2019
Q4 		$1.24M Buy
40,839
+23,697
+138% +$703K 0.03% 486
2019
Q3 		$494K Buy
+17,142
New +$489K 0.01% 616

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's DDWM Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 26% in Q2 2026, buying an estimated $92.4K and bringing the position to 9,779 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

AE Wealth Management first reported a position in DDWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.7M in Q2 2024. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • AE Wealth Management held 9,779 shares of WisdomTree Dynamic International Equity Fund worth $452K as of Q2 2026.
  • AE Wealth Management bought 2,008 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $92.4K.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1268 holding.
  • AE Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $10.7M in Q2 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.