Congress Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Congress Wealth Management’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
2025 Q2	$356K	Hold	8,981	–	–	﹤0.01%	1015
2025 Q1	$330K	Buy	+8,981	New	+$325K	﹤0.01%	918

Other funds holding DDWM

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

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

HWAM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Congress Wealth Management's DDWM Position: Q2 2025 in Review

Congress Wealth Management held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2025 at 8,981 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Congress Wealth Management first reported a position in DDWM in Q1 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold DDWM as of Q2 2025.

Congress Wealth Management held 8,981 shares of WisdomTree Dynamic International Equity Fund worth $356K as of Q2 2025.
Congress Wealth Management left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2025.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1015 holding.
Congress Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.