Atomi Financial Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Atomi Financial Group’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	-8,294	Closed	-$329K	–	1177
2025 Q2	$329K	Sell	8,294 -29,660	-78%	-$1.13M	0.01%	767
2025 Q1	$1.4M	Sell	37,954 -3,133	-8%	-$113K	0.06%	224
2024 Q4	$1.41M	Sell	41,087 -15,418	-27%	-$537K	0.07%	200
2024 Q3	$2.03M	Hold	56,505	–	–	0.13%	137
2024 Q2	$1.92M	Hold	56,505	–	–	0.14%	121
2024 Q1	$1.93M	Hold	56,505	–	–	0.18%	117
2023 Q4	$1.82M	Hold	56,505	–	–	0.25%	85
2023 Q3	$1.72M	Hold	56,505	–	–	0.57%	44
2023 Q2	$1.77M	Buy	+56,505	New	+$1.77M	0.81%	21

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atomi Financial Group's DDWM Position: Q3 2025 in Review

Atomi Financial Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2025, closing a stake of 8,294 shares — an estimated $329K sold.

Atomi Financial Group first reported a position in DDWM in Q2 2023 and held it in 9 quarters. The position peaked at $2.03M in Q3 2024. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

Atomi Financial Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2025 after selling out during the quarter.
Atomi Financial Group sold 8,294 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $329K.
Atomi Financial Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2023 and held it in 9 quarters.
Atomi Financial Group's WisdomTree Dynamic International Equity Fund position peaked at $2.03M in Q3 2024.
116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.