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

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

CoreCap Advisors's DDWM Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.6% in Q2 2026, selling an estimated $5.52K and leaving 4,561 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #844.

CoreCap Advisors first reported a position in DDWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $228K in Q1 2022. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

CoreCap Advisors held 4,561 shares of WisdomTree Dynamic International Equity Fund worth $211K as of Q2 2026.
CoreCap Advisors sold 120 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $5.52K.
WisdomTree Dynamic International Equity Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #844 holding.
CoreCap Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Dynamic International Equity Fund position peaked at $228K in Q1 2022.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.