AssuredPartners Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

AssuredPartners Investment Advisors’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	$1.51M	Sell	32,735 -289	-0.9%	-$13.3K	0.15%	154
2026 Q1	$1.48M	Sell	33,024 -965	-3%	-$43.6K	0.16%	144
2025 Q4	$1.48M	Buy	+33,989	New	+$1.44M	0.22%	109
2025 Q3	–	Sell	-9,246	Closed	-$367K	–	271
2025 Q2	$367K	Sell	9,246 -22,784	-71%	-$869K	0.09%	166
2025 Q1	$1.18M	Sell	32,030 -11,029	-26%	-$399K	0.23%	110
2024 Q4	$1.48M	Buy	+43,059	New	+$1.5M	0.29%	93

Other funds holding DDWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssuredPartners Investment Advisors's DDWM Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.88% in Q2 2026, selling an estimated $13.3K and leaving 32,735 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #154.

AssuredPartners Investment Advisors first reported a position in DDWM in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

AssuredPartners Investment Advisors held 32,735 shares of WisdomTree Dynamic International Equity Fund worth $1.51M as of Q2 2026.
AssuredPartners Investment Advisors sold 289 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $13.3K.
WisdomTree Dynamic International Equity Fund made up 0.15% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #154 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.