Creative Financial Designs’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Creative Financial Designs’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	$17.5K	Hold	378	–	–	﹤0.01%	1352
2026 Q1	$16.7K	Hold	378	–	–	﹤0.01%	1254
2025 Q4	$16.5K	Hold	378	–	–	﹤0.01%	1209
2025 Q3	$15.8K	Hold	378	–	–	﹤0.01%	1220
2025 Q2	$15K	Sell	378 -138	-27%	-$5.26K	﹤0.01%	1219
2025 Q1	$19K	Buy	516 +41	+9%	+$1.48K	﹤0.01%	1102
2024 Q4	$16.3K	Buy	475 +89	+23%	+$3.1K	﹤0.01%	1100
2024 Q3	$13.8K	Hold	386	–	–	﹤0.01%	1111
2024 Q2	$13.1K	Hold	386	–	–	﹤0.01%	1079
2024 Q1	$13.2K	Hold	386	–	–	﹤0.01%	1066
2023 Q4	$12.4K	Hold	386	–	–	﹤0.01%	1026
2023 Q3	$11.8K	Hold	386	–	–	﹤0.01%	981
2023 Q2	$12.1K	Sell	386 -109	-22%	-$3.42K	﹤0.01%	964
2023 Q1	$15.3K	Hold	495	–	–	﹤0.01%	872
2022 Q4	$14.5K	Hold	495	–	–	﹤0.01%	832
2022 Q3	$13K	Hold	495	–	–	﹤0.01%	828
2022 Q2	$14K	Hold	495	–	–	﹤0.01%	797
2022 Q1	$15K	Buy	+495	New	+$15.2K	﹤0.01%	821

Other funds holding DDWM

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

Creative Financial Designs's DDWM Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 378 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Creative Financial Designs first reported a position in DDWM in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q1 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Creative Financial Designs held 378 shares of WisdomTree Dynamic International Equity Fund worth $17.5K as of Q2 2026.
Creative Financial Designs left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1352 holding.
Creative Financial Designs first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's WisdomTree Dynamic International Equity Fund position peaked at $19K in Q1 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.