Envestnet Asset Management
DDWM icon

Envestnet Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Envestnet Asset Management’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 		$34.7M Buy
751,061
+60,529
+9% +$2.79M 0.01% 1077
2026
Q1 		$30.5M Buy
690,532
+30,938
+5% +$1.4M 0.01% 1071
2025
Q4 		$28.7M Sell
659,594
-41,267
-6% -$1.75M 0.01% 1019
2025
Q3 		$29.3M Buy
700,861
+124,989
+22% +$5.11M 0.01% 1049
2025
Q2 		$22.8M Buy
575,872
+62,845
+12% +$2.4M 0.01% 1171
2025
Q1 		$18.9M Buy
513,027
+304,115
+146% +$11M 0.01% 1243
2024
Q4 		$7.18M Buy
208,912
+139,181
+200% +$4.85M ﹤0.01% 1863
2024
Q3 		$2.5M Buy
69,731
+10,130
+17% +$355K ﹤0.01% 2513
2024
Q2 		$2.03M Buy
59,601
+791
+1% +$27.2K ﹤0.01% 2584
2024
Q1 		$2.01M Buy
58,810
+6,724
+13% +$219K ﹤0.01% 2568
2023
Q4 		$1.68M Buy
52,086
+8,681
+20% +$267K ﹤0.01% 2582
2023
Q3 		$1.32M Sell
43,405
-179,500
-81% -$5.58M ﹤0.01% 2610
2023
Q2 		$6.97M Buy
222,905
+191,800
+617% +$6.02M ﹤0.01% 1512
2023
Q1 		$961K Buy
31,105
+4,454
+17% +$137K ﹤0.01% 2701
2022
Q4 		$780K Buy
26,651
+8,025
+43% +$228K ﹤0.01% 2821
2022
Q3 		$485K Buy
18,626
+1,433
+8% +$40.3K ﹤0.01% 3037
2022
Q2 		$481K Buy
17,193
+3,194
+23% +$95.6K ﹤0.01% 3070
2022
Q1 		$430K Sell
13,999
-3,310
-19% -$101K ﹤0.01% 3206
2021
Q4 		$533K Buy
17,309
+1,663
+11% +$50.7K ﹤0.01% 3032
2021
Q3 		$467K Buy
15,646
+2,931
+23% +$90.9K ﹤0.01% 3000
2021
Q2 		$390K Buy
12,715
+1,715
+16% +$52.8K ﹤0.01% 3121
2021
Q1 		$327K Sell
11,000
-2,106
-16% -$61K ﹤0.01% 3090
2020
Q4 		$365K Sell
13,106
-5,570
-30% -$149K ﹤0.01% 2823
2020
Q3 		$475K Sell
18,676
-1,025
-5% -$26.7K ﹤0.01% 2494
2020
Q2 		$499K Sell
19,701
-6,535
-25% -$161K ﹤0.01% 2427
2020
Q1 		$600K Sell
26,236
-54,258
-67% -$1.5M ﹤0.01% 2112
2019
Q4 		$2.44M Sell
80,494
-7,483
-9% -$222K ﹤0.01% 1496
2019
Q3 		$2.54M Buy
87,977
+73,250
+497% +$2.09M ﹤0.01% 1415
2019
Q2 		$427K Sell
14,727
-4,232
-22% -$122K ﹤0.01% 2478
2019
Q1 		$541K Buy
18,959
+8,669
+84% +$242K ﹤0.01% 2304
2018
Q4 		$267K Buy
+10,290
New +$284K ﹤0.01% 2492

Other funds holding DDWM

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management's DDWM Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 8.8% in Q2 2026, buying an estimated $2.79M and bringing the position to 751,061 shares worth $34.7M. The position accounts for 0.01% of the portfolio, ranked #1077.

Envestnet Asset Management first reported a position in DDWM in Q4 2018 and has held it in 31 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Envestnet Asset Management held 751,061 shares of WisdomTree Dynamic International Equity Fund worth $34.7M as of Q2 2026.
  • Envestnet Asset Management bought 60,529 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $2.79M.
  • WisdomTree Dynamic International Equity Fund made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1077 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2018 and has held it in 31 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.