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 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

PNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Caldwell Trust's DDWM Position: Q1 2026 in Review

Caldwell Trust held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 1,304 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #472.

Caldwell Trust first reported a position in DDWM in Q4 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Caldwell Trust held 1,304 shares of WisdomTree Dynamic International Equity Fund worth $57.5K as of Q1 2026.
Caldwell Trust left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #472 holding.
Caldwell Trust first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 2 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.