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 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

PNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AssuredPartners Investment Advisors's DDWM Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.8% in Q1 2026, selling an estimated $43.6K and leaving 33,024 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #144.

AssuredPartners Investment Advisors first reported a position in DDWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2024. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

AssuredPartners Investment Advisors held 33,024 shares of WisdomTree Dynamic International Equity Fund worth $1.48M as of Q1 2026.
AssuredPartners Investment Advisors sold 965 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $43.6K.
WisdomTree Dynamic International Equity Fund made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #144 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $1.48M in Q4 2024.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.