Bellevue Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Bellevue Asset 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	$42.5K	Buy	920 +4	+0.4%	+$184	0.02%	190
2026 Q1	$40.4K	Buy	916 +1	+0.1%	+$45	0.02%	180
2025 Q4	$39.9K	Buy	915 +1	+0.1%	+$42	0.01%	176
2025 Q3	$38.2K	Buy	914 +2	+0.2%	+$82	0.02%	179
2025 Q2	$36.2K	Buy	912 +4	+0.4%	+$153	0.02%	185
2025 Q1	$33.4K	Buy	908 +1	+0.1%	+$36	0.02%	191
2024 Q4	$31.2K	Buy	907 +3	+0.3%	+$104	0.02%	198
2024 Q3	$32.4K	Hold	904	–	–	0.02%	193
2024 Q2	$30.8K	Sell	904 -201	-18%	-$6.9K	0.02%	190
2024 Q1	$37.7K	Hold	1,105	–	–	0.02%	176
2023 Q4	$35.6K	Hold	1,105	–	–	0.03%	178
2023 Q3	$33.7K	Hold	1,105	–	–	0.02%	175
2023 Q2	$34.5K	Hold	1,105	–	–	0.02%	176
2023 Q1	$34.2K	Hold	1,105	–	–	0.02%	179
2022 Q4	$32.2K	Sell	1,105 -73	-6%	-$2.08K	0.02%	188
2022 Q3	$31K	Hold	1,178	–	–	0.02%	192
2022 Q2	$33K	Hold	1,178	–	–	0.02%	192
2022 Q1	$36K	Sell	1,178 -155	-12%	-$4.75K	0.02%	203
2021 Q4	$41K	Sell	1,333 -313	-19%	-$9.54K	0.02%	196
2021 Q3	$49K	Hold	1,646	–	–	0.03%	178
2021 Q2	$51K	Sell	1,646 -65	-4%	-$2K	0.03%	173
2021 Q1	$51K	Sell	1,711 -118	-6%	-$3.42K	0.03%	172
2020 Q4	$53K	Sell	1,829 -137	-7%	-$3.66K	0.03%	161
2020 Q3	$50K	Sell	1,966 -187	-9%	-$4.87K	0.04%	158
2020 Q2	$55K	Hold	2,153	–	–	0.06%	150
2020 Q1	$51K	Sell	2,153 -83	-4%	-$2.3K	0.05%	162
2019 Q4	$68K	Buy	+2,236	New	+$66.3K	0.05%	123

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

Bellevue Asset Management's DDWM Position: Q2 2026 in Review

Bellevue Asset Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.44% in Q2 2026, buying an estimated $184 and bringing the position to 920 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #190.

Bellevue Asset Management first reported a position in DDWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $68K in Q4 2019. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Bellevue Asset Management held 920 shares of WisdomTree Dynamic International Equity Fund worth $42.5K as of Q2 2026.
Bellevue Asset Management bought 4 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $184.
WisdomTree Dynamic International Equity Fund made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #190 holding.
Bellevue Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's WisdomTree Dynamic International Equity Fund position peaked at $68K in Q4 2019.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.