Capital A Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Capital A Wealth 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
2025 Q2	$74.9K	Buy	+2,328	New	+$88.8K	0.84%	25
2025 Q1	–	Sell	-43	Closed	-$1.48K	–	759
2024 Q4	$1.48K	Buy	+43	New	+$1.5K	﹤0.01%	505

Other funds holding DDWM

PNC

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SPIA

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

Capital A Wealth Management's DDWM Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2025: 2,328 shares worth $74.9K. The stake represents 0.84% of the portfolio and ranks #25 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in DDWM as recently as Q4 2024.

Capital A Wealth Management first reported a position in DDWM in Q4 2024 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold DDWM as of Q2 2025.

Capital A Wealth Management held 2,328 shares of WisdomTree Dynamic International Equity Fund worth $74.9K as of Q2 2025.
WisdomTree Dynamic International Equity Fund was a new Capital A Wealth Management position in Q2 2025.
WisdomTree Dynamic International Equity Fund made up 0.84% of Capital A Wealth Management's portfolio in Q2 2025, its #25 holding.
Capital A Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.