CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		– Sell
-7,574
Closed -$260K – 2382
2024
Q4 		$260K Buy
+7,574
New +$264K ﹤0.01% 1993

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SIM
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Envestnet Asset Management
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Bank of America
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Steward Partners Investment Advisory
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ECM
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MML Investors Services
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T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

CAPTRUST Financial Advisors's DDWM Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2025, closing a stake of 7,574 shares — an estimated $260K sold.

CAPTRUST Financial Advisors first reported a position in DDWM in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 94 funds tracked by Wall St. Rank hold DDWM as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,574 WisdomTree Dynamic International Equity Fund shares in Q1 2025, an estimated $260K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $260K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.