Atria Investments’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Atria Investments’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	$15.1M	Sell	326,330 -37,964	-10%	-$1.75M	0.15%	138
2026 Q1	$16.1M	Sell	364,294 -26,063	-7%	-$1.18M	0.18%	107
2025 Q4	$17M	Sell	390,357 -13,199	-3%	-$560K	0.19%	101
2025 Q3	$16.9M	Buy	403,556 +262,756	+187%	+$10.7M	0.19%	98
2025 Q2	$5.58M	Buy	140,800 +3,537	+3%	+$135K	0.07%	346
2025 Q1	$5.05M	Buy	137,263 +15,754	+13%	+$569K	0.06%	371
2024 Q4	$4.18M	Buy	121,509 +9,795	+9%	+$341K	0.05%	411
2024 Q3	$4.01M	Buy	111,714 +57,949	+108%	+$2.03M	0.05%	424
2024 Q2	$1.83M	Buy	53,765 +22,201	+70%	+$762K	0.02%	678
2024 Q1	$1.08M	Buy	+31,564	New	+$1.03M	0.01%	920
2023 Q4	–	Sell	-39,862	Closed	-$1.21M	–	898
2023 Q3	$1.21M	Buy	39,862 +4,939	+14%	+$154K	0.02%	763
2023 Q2	$1.09M	Buy	+34,923	New	+$1.1M	0.02%	792
2018 Q4	–	Sell	-16,056	Closed	-$476K	–	905
2018 Q3	$476K	Buy	+16,056	New	+$471K	0.02%	604

Other funds holding DDWM

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 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 $3.5B AUM 41.95% 1-Year Est. Return

CAAS

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

AWM

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

Atria Investments's DDWM Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 10% in Q2 2026, selling an estimated $1.75M and leaving 326,330 shares worth $15.1M. The position accounts for 0.15% of the portfolio, ranked #138.

Atria Investments first reported a position in DDWM in Q3 2018 and has held it in 13 quarters since. The position peaked at $17M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Atria Investments held 326,330 shares of WisdomTree Dynamic International Equity Fund worth $15.1M as of Q2 2026.
Atria Investments sold 37,964 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $1.75M.
WisdomTree Dynamic International Equity Fund made up 0.15% of Atria Investments's portfolio in Q2 2026, its #138 holding.
Atria Investments first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and has held it in 13 quarters since.
Atria Investments's WisdomTree Dynamic International Equity Fund position peaked at $17M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.