Corient Private Wealth’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Corient Private Wealth’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	$253K	Buy	+5,479	New	+$252K	﹤0.01%	2659

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

Corient Private Wealth's DDWM Position: Q2 2026 in Review

Corient Private Wealth opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 5,479 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #2659 among its holdings.

145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Corient Private Wealth held 5,479 shares of WisdomTree Dynamic International Equity Fund worth $253K as of Q2 2026.
WisdomTree Dynamic International Equity Fund was a new Corient Private Wealth position in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2659 holding.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.