Caldwell Trust’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Caldwell Trust’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	–	Sell	-1,304	Closed	-$57.5K	–	821
2026 Q1	$57.5K	Hold	1,304	–	–	0.01%	472
2025 Q4	$56.8K	Buy	+1,304	New	+$55.3K	0.01%	463

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

Caldwell Trust's DDWM Position: Q2 2026 in Review

Caldwell Trust sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026, closing a stake of 1,304 shares — an estimated $57.5K sold.

Caldwell Trust first reported a position in DDWM in Q4 2025 and held it in 2 quarters. The position peaked at $57.5K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Caldwell Trust reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 1,304 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $57.5K.
Caldwell Trust first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and held it in 2 quarters.
Caldwell Trust's WisdomTree Dynamic International Equity Fund position peaked at $57.5K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.