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 Q3	$61.1M	Buy	1,338,861 +83,457	+7%	+$3.91M	2.08%	13
2026 Q2	$58M	Buy	1,255,404 +68,504	+6%	+$3.15M	2.1%	17
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Capital Asset Advisory Services's DDWM Position: Q3 2026 in Review

Capital Asset Advisory Services increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 6.6% in Q3 2026, buying an estimated $3.91M and bringing the position to 1,338,861 shares worth $61.1M. The position accounts for 2.08% of the portfolio, ranked #13.

Capital Asset Advisory Services first reported a position in DDWM in Q4 2020 and has held it in 10 quarters since. 106 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Capital Asset Advisory Services held 1,338,861 shares of WisdomTree Dynamic International Equity Fund worth $61.1M as of Q3 2026.
Capital Asset Advisory Services bought 83,457 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $3.91M.
WisdomTree Dynamic International Equity Fund made up 2.08% of Capital Asset Advisory Services's portfolio in Q3 2026, its #13 holding.
Capital Asset Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2020 and has held it in 10 quarters since.
106 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Capital Asset Advisory Services's 13F filing for Q3 2026, filed 30 Oct 2026.