Concurrent Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Concurrent Investment 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
2026 Q2	$461K	Sell	9,980 -1,716	-15%	-$79K	﹤0.01%	1450
2026 Q1	$516K	Sell	11,696 -135,716	-92%	-$6.14M	0.01%	1201
2025 Q4	$6.42M	Buy	147,412 +110,393	+298%	+$4.68M	0.07%	277
2025 Q3	$1.55M	Buy	37,019 +3,831	+12%	+$157K	0.03%	527
2025 Q2	$1.32M	Buy	33,188 +2,243	+7%	+$85.6K	0.03%	531
2025 Q1	$1.14M	Buy	+30,945	New	+$1.12M	0.03%	509

Other funds holding DDWM

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 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 $3.5B AUM 41.95% 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

Concurrent Investment Advisors's DDWM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 15% in Q2 2026, selling an estimated $79K and leaving 9,980 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Concurrent Investment Advisors first reported a position in DDWM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.42M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Concurrent Investment Advisors held 9,980 shares of WisdomTree Dynamic International Equity Fund worth $461K as of Q2 2026.
Concurrent Investment Advisors sold 1,716 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $79K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1450 holding.
Concurrent Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $6.42M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.