Defined Financial Planning’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Defined Financial Planning’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
2025 Q3	$6.94M	Buy	164,875 +159,796	+3,146%	+$6.53M	5.76%	4
2025 Q2	$200K	Buy	+5,079	New	+$194K	0.18%	68

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Defined Financial Planning's DDWM Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3,146% in Q3 2025, buying an estimated $6.53M and bringing the position to 164,875 shares worth $6.94M. The position accounts for 5.76% of the portfolio, ranked #4.

Defined Financial Planning first reported a position in DDWM in Q2 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

Defined Financial Planning held 164,875 shares of WisdomTree Dynamic International Equity Fund worth $6.94M as of Q3 2025.
Defined Financial Planning bought 159,796 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $6.53M.
WisdomTree Dynamic International Equity Fund made up 5.76% of Defined Financial Planning's portfolio in Q3 2025, its #4 holding.
Defined Financial Planning first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.