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 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

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

Comprehensive Money Management Services's DDWM Position: Q1 2026 in Review

Comprehensive Money Management Services held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 13,367 shares worth $590K. The position accounts for 0.39% of the portfolio, ranked #92.

Comprehensive Money Management Services first reported a position in DDWM in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Comprehensive Money Management Services held 13,367 shares of WisdomTree Dynamic International Equity Fund worth $590K as of Q1 2026.
Comprehensive Money Management Services left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.39% of Comprehensive Money Management Services's portfolio in Q1 2026, its #92 holding.
Comprehensive Money Management Services first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.