D.A. Davidson & Co’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

D.A. Davidson & Co’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	$3.63M	Buy	78,641 +549	+0.7%	+$25.3K	0.02%	534
2026 Q1	$3.44M	Buy	78,092 +2,944	+4%	+$133K	0.02%	521
2025 Q4	$3.27M	Buy	75,148 +2,590	+4%	+$110K	0.02%	507
2025 Q3	$3.03M	Buy	72,558 +14,307	+25%	+$585K	0.02%	512
2025 Q2	$2.31M	Buy	+58,251	New	+$2.22M	0.02%	567

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

D.A. Davidson & Co's DDWM Position: Q2 2026 in Review

D.A. Davidson & Co increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.7% in Q2 2026, buying an estimated $25.3K and bringing the position to 78,641 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #534.

D.A. Davidson & Co first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

D.A. Davidson & Co held 78,641 shares of WisdomTree Dynamic International Equity Fund worth $3.63M as of Q2 2026.
D.A. Davidson & Co bought 549 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $25.3K.
WisdomTree Dynamic International Equity Fund made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #534 holding.
D.A. Davidson & Co first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.