Burns Matteson Capital Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Burns Matteson Capital 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	$8.82M	Buy	190,915 +21,056	+12%	+$969K	2.76%	7
2026 Q1	$7.49M	Buy	169,859 +57,542	+51%	+$2.6M	2.74%	8
2025 Q4	$4.89M	Buy	112,317 +2,522	+2%	+$107K	1.71%	11
2025 Q3	$4.59M	Buy	109,795 +42,483	+63%	+$1.74M	1.81%	13
2025 Q2	$2.67M	Buy	+67,312	New	+$2.57M	1.29%	20

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

ICP

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

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Burns Matteson Capital Management's DDWM Position: Q2 2026 in Review

Burns Matteson Capital Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 12% in Q2 2026, buying an estimated $969K and bringing the position to 190,915 shares worth $8.82M. The position accounts for 2.76% of the portfolio, ranked #7.

Burns Matteson Capital Management first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Burns Matteson Capital Management held 190,915 shares of WisdomTree Dynamic International Equity Fund worth $8.82M as of Q2 2026.
Burns Matteson Capital Management bought 21,056 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $969K.
WisdomTree Dynamic International Equity Fund made up 2.76% of Burns Matteson Capital Management's portfolio in Q2 2026, its #7 holding.
Burns Matteson Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.