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Asset Dedication LLC’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Asset Dedication LLC’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
2025
Q3 		– Sell
-104
Closed -$4.13K – 1163
2025
Q2 		$4.13K Buy
+104
New +$3.97K ﹤0.01% 953

Other funds holding DDWM

PNC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Asset Dedication LLC's DDWM Position: Q3 2025 in Review

Asset Dedication LLC sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2025, closing a stake of 104 shares — an estimated $4.13K sold.

Asset Dedication LLC first reported a position in DDWM in Q2 2025 and held it in 1 quarter. The position peaked at $4.13K in Q2 2025. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

  • Asset Dedication LLC reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 104 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $4.13K.
  • Asset Dedication LLC first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree Dynamic International Equity Fund position peaked at $4.13K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.