Axxcess Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Axxcess Wealth Management’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 Q3	–	Sell	-1,241,604	Closed	-$57.3M	–	1045
2026 Q2	$57.3M	Buy	+1,241,604	New	+$57.1M	0.91%	24
2026 Q1	–	Sell	-1,157,125	Closed	-$50.4M	–	521
2025 Q4	$50.4M	Buy	1,157,125 +45,898	+4%	+$1.95M	0.87%	26
2025 Q3	$46.4M	Buy	+1,111,227	New	+$45.4M	0.98%	24
2023 Q4	–	Sell	-14,033	Closed	-$427K	–	862
2023 Q3	$427K	Buy	+14,033	New	+$436K	0.01%	516

Other funds holding DDWM

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

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

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Axxcess Wealth Management's DDWM Position: Q3 2026 in Review

Axxcess Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2026, closing a stake of 1,241,604 shares — an estimated $57.3M sold.

Axxcess Wealth Management first reported a position in DDWM in Q3 2023 and held it in 4 quarters. The position peaked at $57.3M in Q2 2026. 51 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Axxcess Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,241,604 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $57.3M.
Axxcess Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and held it in 4 quarters.
Axxcess Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $57.3M in Q2 2026.
51 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.