Comprehensive Money Management Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Comprehensive Money Management 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 Q2	$564K	Sell	12,212 -1,155	-9%	-$53.1K	0.36%	97
2026 Q1	$590K	Hold	13,367	–	–	0.39%	92
2025 Q4	$582K	Hold	13,367	–	–	0.4%	88
2025 Q3	$559K	Sell	13,367 -381	-3%	-$15.6K	0.4%	87
2025 Q2	$545K	Sell	13,748 -845	-6%	-$32.2K	0.41%	86
2025 Q1	$537K	Sell	14,593 -1,101	-7%	-$39.8K	0.43%	84
2024 Q4	$540K	Buy	+15,694	New	+$546K	0.44%	83

Other funds holding DDWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Comprehensive Money Management Services's DDWM Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 8.6% in Q2 2026, selling an estimated $53.1K and leaving 12,212 shares worth $564K. The position accounts for 0.36% of the portfolio, ranked #97.

Comprehensive Money Management Services first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Comprehensive Money Management Services held 12,212 shares of WisdomTree Dynamic International Equity Fund worth $564K as of Q2 2026.
Comprehensive Money Management Services sold 1,155 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $53.1K.
WisdomTree Dynamic International Equity Fund made up 0.36% of Comprehensive Money Management Services's portfolio in Q2 2026, its #97 holding.
Comprehensive Money Management Services first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's WisdomTree Dynamic International Equity Fund position peaked at $590K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.