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

CreativeOne 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	$663K	Sell	14,364 -357	-2%	-$16.4K	0.01%	701
2026 Q1	$649K	Sell	14,721 -3,637	-20%	-$164K	0.02%	712
2025 Q4	$799K	Buy	+18,358	New	+$779K	0.02%	636

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

CreativeOne Wealth's DDWM Position: Q2 2026 in Review

CreativeOne Wealth reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.4% in Q2 2026, selling an estimated $16.4K and leaving 14,364 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #701.

CreativeOne Wealth first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $799K in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

CreativeOne Wealth held 14,364 shares of WisdomTree Dynamic International Equity Fund worth $663K as of Q2 2026.
CreativeOne Wealth sold 357 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $16.4K.
WisdomTree Dynamic International Equity Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #701 holding.
CreativeOne Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
CreativeOne Wealth's WisdomTree Dynamic International Equity Fund position peaked at $799K in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.