CAAS
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Capital Asset Advisory Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Capital Asset Advisory Services’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 		$55M Buy
1,186,900
+24,848
+2% +$1.12M 2.11% 16
2025
Q4 		$51.5M Buy
1,162,052
+50,044
+5% +$2.12M 2.07% 13
2025
Q3 		$46.5M Buy
+1,112,008
New +$45.4M 2.01% 14
2023
Q4 		– Sell
-13,689
Closed -$420K – 312
2023
Q3 		$420K Sell
13,689
-935
-6% -$29.1K 0.03% 211
2023
Q2 		$455K Sell
14,624
-1,653
-10% -$51.9K 0.03% 215
2023
Q1 		$503K Sell
16,277
-1,762
-10% -$54.3K 0.04% 205
2022
Q4 		$528K Buy
+18,039
New +$513K 0.04% 207
2021
Q1 		– Sell
-714
Closed -$20K – 861
2020
Q4 		$20K Buy
+714
New +$19.1K ﹤0.01% 872

Other funds holding DDWM

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Bank of America
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return