Cetera Investment Advisers

Cetera Investment Advisers’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Cetera Investment Advisers’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	$32.6M	Buy	738,583 +29,366	+4%	+$1.33M	0.03%	502
2025 Q4	$30.9M	Buy	709,217 +399,732	+129%	+$17M	0.03%	484
2025 Q3	$12.9M	Buy	309,485 +33,134	+12%	+$1.35M	0.02%	846
2025 Q2	$11M	Buy	276,351 +11,505	+4%	+$439K	0.02%	778
2025 Q1	$9.74M	Buy	264,846 +6,272	+2%	+$227K	0.02%	790
2024 Q4	$8.89M	Buy	258,574 +12,004	+5%	+$418K	0.02%	757
2024 Q3	$8.84M	Buy	246,570 +2,523	+1%	+$88.3K	0.02%	749
2024 Q2	$8.31M	Buy	244,047 +11,461	+5%	+$393K	0.02%	749
2024 Q1	$7.95M	Buy	+232,586	New	+$7.59M	0.02%	760

Other funds holding DDWM

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

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

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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return