Exchange Capital Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Exchange Capital 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
2025 Q2	$17.5M	Sell	441,635 -11,682	-3%	-$446K	2.61%	5
2025 Q1	$16.7M	Sell	453,317 -2,834	-0.6%	-$102K	2.7%	6
2024 Q4	$15.7M	Sell	456,151 -4,752	-1%	-$165K	2.49%	5
2024 Q3	$16.5M	Sell	460,903 -13,302	-3%	-$466K	2.63%	6
2024 Q2	$16.2M	Sell	474,205 -6,169	-1%	-$212K	2.63%	5
2024 Q1	$16.4M	Buy	480,374 +3,503	+0.7%	+$114K	2.67%	6
2023 Q4	$15.3M	Sell	476,871 -2,503	-0.5%	-$77.1K	2.75%	5
2023 Q3	$14.6M	Sell	479,374 -2,889	-0.6%	-$89.8K	2.76%	3
2023 Q2	$15.1M	Sell	482,263 -4,726	-1%	-$148K	2.8%	3
2023 Q1	$15.1M	Buy	486,989 +26	+0%	+$801	3.06%	2
2022 Q4	$14.2M	Buy	486,963 +136,023	+39%	+$3.87M	3.12%	2
2022 Q3	$9.13M	Sell	350,940 -3,239	-0.9%	-$91K	2.12%	9
2022 Q2	$9.9M	Sell	354,179 -7,483	-2%	-$224K	2.16%	7
2022 Q1	$11.1M	Sell	361,662 -2,159	-0.6%	-$66.1K	2.08%	9
2021 Q4	$11.2M	Sell	363,821 -3,397	-0.9%	-$104K	2.04%	10
2021 Q3	$11M	Sell	367,218 -13,692	-4%	-$424K	2.12%	9
2021 Q2	$11.7M	Sell	380,910 -1,556	-0.4%	-$47.9K	2.24%	9
2021 Q1	$11.4M	Sell	382,466 -965	-0.3%	-$28K	2.36%	6
2020 Q4	$10.7M	Buy	383,431 +3,889	+1%	+$104K	2.38%	4
2020 Q3	$9.65M	Buy	379,542 +1,426	+0.4%	+$37.1K	2.44%	3
2020 Q2	$9.59M	Sell	378,116 -17,903	-5%	-$440K	2.66%	3
2020 Q1	$9.06M	Sell	396,019 -10,993	-3%	-$304K	2.95%	2
2019 Q4	$12.3M	Sell	407,012 -14,781	-4%	-$438K	3.17%	1
2019 Q3	$12.2M	Buy	421,793 +497	+0.1%	+$14.2K	3.2%	1
2019 Q2	$12.2M	Buy	421,296 +7,634	+2%	+$221K	3.29%	1
2019 Q1	$11.8M	Buy	413,662 +19,473	+5%	+$543K	3.31%	1
2018 Q4	$10.2M	Buy	+394,189	New	+$10.9M	3.32%	2
2018 Q3	–	Sell	-310,176	Closed	-$8.97M	–	310
2018 Q2	$8.97M	Buy	310,176 +26,864	+9%	+$812K	2.67%	5
2018 Q1	$8.42M	Buy	283,312 +252,544	+821%	+$7.69M	2.64%	6
2017 Q4	$940K	Buy	+30,768	New	+$929K	0.3%	78

Other funds holding DDWM

PNC

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Exchange Capital Management's DDWM Position: Q2 2025 in Review

Exchange Capital Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.6% in Q2 2025, selling an estimated $446K and leaving 441,635 shares worth $17.5M. The position accounts for 2.61% of the portfolio, ranked #5.

Exchange Capital Management first reported a position in DDWM in Q4 2017 and has held it in 30 quarters since. 110 funds tracked by Wall St. Rank hold DDWM as of Q2 2025.

Exchange Capital Management held 441,635 shares of WisdomTree Dynamic International Equity Fund worth $17.5M as of Q2 2025.
Exchange Capital Management sold 11,682 WisdomTree Dynamic International Equity Fund shares in Q2 2025, an estimated $446K.
WisdomTree Dynamic International Equity Fund made up 2.61% of Exchange Capital Management's portfolio in Q2 2025, its #5 holding.
Exchange Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2017 and has held it in 30 quarters since.
110 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.