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

Crux Wealth 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	$393K	Buy	8,514 +48	+0.6%	+$2.21K	0.14%	137
2026 Q1	$373K	Sell	8,466 -2,450	-22%	-$111K	0.14%	130
2025 Q4	$475K	Sell	10,916 -3,119	-22%	-$132K	0.18%	114
2025 Q3	$587K	Sell	14,035 -17	-0.1%	-$695	0.23%	105
2025 Q2	$557K	Sell	14,052 -11,493	-45%	-$438K	0.24%	106
2025 Q1	$940K	Buy	25,545 +2,274	+10%	+$82.2K	0.49%	69
2024 Q4	$800K	Buy	+23,271	New	+$810K	0.45%	70

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

Crux Wealth Advisors's DDWM Position: Q2 2026 in Review

Crux Wealth Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.57% in Q2 2026, buying an estimated $2.21K and bringing the position to 8,514 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #137.

Crux Wealth Advisors first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $940K in Q1 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Crux Wealth Advisors held 8,514 shares of WisdomTree Dynamic International Equity Fund worth $393K as of Q2 2026.
Crux Wealth Advisors bought 48 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $2.21K.
WisdomTree Dynamic International Equity Fund made up 0.14% of Crux Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Crux Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $940K in Q1 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.