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

CoreCap 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 		$211K Sell
4,561
-120
-3% -$5.52K 0.01% 844
2026
Q1 		$206K Buy
4,681
+602
+15% +$27.2K 0.01% 793
2025
Q4 		$178K Buy
4,079
+58
+1% +$2.46K 0.01% 832
2025
Q3 		$168K Hold
4,021
– – 0.01% 854
2025
Q2 		$159K Buy
4,021
+424
+12% +$16.2K 0.01% 819
2025
Q1 		$132K Sell
3,597
-132
-4% -$4.77K 0.01% 800
2024
Q4 		$128K Sell
3,729
-336
-8% -$11.7K 0.01% 836
2024
Q3 		$146K Hold
4,065
– – 0.01% 781
2024
Q2 		$138K Hold
4,065
– – 0.01% 433
2024
Q1 		$139K Buy
+4,065
New +$133K 0.01% 728
2022
Q4 		$164K Buy
+5,616
New +$160K 0.01% 584
2022
Q3 		– Sell
-6,877
Closed -$192K – 884
2022
Q2 		$192K Sell
6,877
-543
-7% -$16.2K 0.02% 525
2022
Q1 		$228K Buy
7,420
+15
+0.2% +$459 0.02% 475
2021
Q4 		$228K Buy
+7,405
New +$226K 0.02% 509

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return