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BOK Financial Private Wealth’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

BOK Financial Private Wealth’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
-388
Closed -$15.4K – 397
2025
Q2 		$15.4K Buy
+388
New +$14.8K ﹤0.01% 334

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BOK Financial Private Wealth's DDWM Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2025, closing a stake of 388 shares — an estimated $15.4K sold.

BOK Financial Private Wealth first reported a position in DDWM in Q2 2025 and held it in 1 quarter. The position peaked at $15.4K in Q2 2025. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 388 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $15.4K.
  • BOK Financial Private Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's WisdomTree Dynamic International Equity Fund position peaked at $15.4K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.