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 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

PNC

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's DDWM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 1,241,604 shares worth $57.3M. The stake represents 0.91% of the portfolio and ranks #24 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DDWM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DDWM in Q3 2023 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Axxcess Wealth Management held 1,241,604 shares of WisdomTree Dynamic International Equity Fund worth $57.3M as of Q2 2026.
WisdomTree Dynamic International Equity Fund was a new Axxcess Wealth Management position in Q2 2026.
WisdomTree Dynamic International Equity Fund made up 0.91% of Axxcess Wealth Management's portfolio in Q2 2026, its #24 holding.
Axxcess Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.