Commonwealth Equity Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Commonwealth Equity 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	$2.16M	Buy	49,014 +1,270	+3%	+$57.4K	﹤0.01%	1943
2025 Q4	$2.08M	Buy	47,744 +4,074	+9%	+$173K	﹤0.01%	1955
2025 Q3	$1.82M	Buy	43,670 +12,108	+38%	+$495K	﹤0.01%	2074
2025 Q2	$1.25M	Buy	31,562 +4,736	+18%	+$181K	﹤0.01%	2376
2025 Q1	$987K	Sell	26,826 -14,642	-35%	-$529K	﹤0.01%	2466
2024 Q4	$1.43M	Sell	41,468 -29,017	-41%	-$1.01M	﹤0.01%	2129
2024 Q3	$2.53M	Sell	70,485 -18,630	-21%	-$652K	﹤0.01%	1652
2024 Q2	$3.04M	Sell	89,115 -5,871	-6%	-$202K	﹤0.01%	1515
2024 Q1	$3.25M	Sell	94,986 -3,482	-4%	-$114K	0.01%	1444
2023 Q4	$3.17M	Buy	98,468 +1,624	+2%	+$50K	0.01%	1390
2023 Q3	$2.95M	Buy	96,844 +10,134	+12%	+$315K	0.01%	1346
2023 Q2	$2.71M	Buy	86,710 +54,867	+172%	+$1.72M	0.01%	1423
2023 Q1	$984	Buy	31,843 +725	+2%	+$22.3K	﹤0.01%	2056
2022 Q4	$910K	Buy	31,118 +9,189	+42%	+$261K	﹤0.01%	2023
2022 Q3	$570K	Buy	21,929 +210	+1%	+$5.9K	﹤0.01%	2291
2022 Q2	$607K	Buy	21,719 +506	+2%	+$15.1K	﹤0.01%	2268
2022 Q1	$651K	Buy	21,213 +848	+4%	+$26K	﹤0.01%	2314
2021 Q4	$627K	Buy	20,365 +391	+2%	+$11.9K	﹤0.01%	2335
2021 Q3	$596K	Sell	19,974 -303	-1%	-$9.39K	﹤0.01%	2337
2021 Q2	$622K	Sell	20,277 -544	-3%	-$16.7K	﹤0.01%	2290
2021 Q1	$619K	Sell	20,821 -7,951	-28%	-$230K	﹤0.01%	2149
2020 Q4	$801K	Sell	28,772 -33,455	-54%	-$894K	﹤0.01%	1805
2020 Q3	$1.58M	Sell	62,227 -315,720	-84%	-$8.22M	0.01%	1221
2020 Q2	$9.58M	Sell	377,947 -276	-0.1%	-$6.78K	0.04%	415
2020 Q1	$8.65M	Sell	378,223 -3,197	-0.8%	-$88.5K	0.04%	387
2019 Q4	$11.6M	Sell	381,420 -128	-0%	-$3.79K	0.04%	369
2019 Q3	$11M	Buy	381,548 +18,522	+5%	+$529K	0.05%	357
2019 Q2	$10.5M	Buy	363,026 +5,567	+2%	+$161K	0.05%	352
2019 Q1	$10.2M	Sell	357,459 -569	-0.2%	-$15.9K	0.05%	353
2018 Q4	$9.28M	Buy	358,028 +328	+0.1%	+$9.06K	0.05%	344
2018 Q3	$10.6M	Sell	357,700 -4,699	-1%	-$138K	0.05%	329
2018 Q2	$10.5M	Buy	362,399 +11,055	+3%	+$334K	0.05%	304
2018 Q1	$10.4M	Buy	351,344 +19,109	+6%	+$582K	0.06%	288
2017 Q4	$10.1M	Buy	332,235 +147,812	+80%	+$4.46M	0.06%	295
2017 Q3	$5.48M	Buy	184,423 +51,331	+39%	+$1.49M	0.03%	421
2017 Q2	$3.79M	Buy	133,092 +76,815	+136%	+$2.19M	0.02%	521
2017 Q1	$1.56M	Buy	+56,277	New	+$1.53M	0.01%	882

Other funds holding DDWM

PNC

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 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

CAAS

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

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 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

Commonwealth Equity Services's DDWM Position: Q1 2026 in Review

Commonwealth Equity Services increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.7% in Q1 2026, buying an estimated $57.4K and bringing the position to 49,014 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Commonwealth Equity Services first reported a position in DDWM in Q1 2017 and has held it in 37 quarters since. The position peaked at $11.6M in Q4 2019. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Commonwealth Equity Services held 49,014 shares of WisdomTree Dynamic International Equity Fund worth $2.16M as of Q1 2026.
Commonwealth Equity Services bought 1,270 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $57.4K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1943 holding.
Commonwealth Equity Services first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2017 and has held it in 37 quarters since.
Commonwealth Equity Services's WisdomTree Dynamic International Equity Fund position peaked at $11.6M in Q4 2019.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.