AssetMark Inc’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

AssetMark Inc’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	$5.26K	Hold	114	–	–	﹤0.01%	2665
2026 Q1	$5.03K	Hold	114	–	–	﹤0.01%	2568
2025 Q4	$4.96K	Hold	114	–	–	﹤0.01%	2475
2025 Q3	$4.76K	Hold	114	–	–	﹤0.01%	2359
2025 Q2	$4.52K	Sell	114 -51	-31%	-$1.95K	﹤0.01%	2161
2025 Q1	$6.07K	Buy	+165	New	+$5.96K	﹤0.01%	1950
2022 Q4	–	Sell	-4	Closed	–	–	1603
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1531
2022 Q2	$0	Sell	4 -260	-98%	-$7.78K	﹤0.01%	1508
2022 Q1	$8K	Buy	264 +241	+1,048%	+$7.38K	﹤0.01%	1213
2021 Q4	$1K	Buy	+23	New	+$701	﹤0.01%	1420

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's DDWM Position: Q2 2026 in Review

AssetMark Inc held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 114 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

AssetMark Inc first reported a position in DDWM in Q4 2021 and has held it in 10 quarters since. The position peaked at $8K in Q1 2022. 60 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

AssetMark Inc held 114 shares of WisdomTree Dynamic International Equity Fund worth $5.26K as of Q2 2026.
AssetMark Inc left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2665 holding.
AssetMark Inc first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and has held it in 10 quarters since.
AssetMark Inc's WisdomTree Dynamic International Equity Fund position peaked at $8K in Q1 2022.
60 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.