Financial Engines Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Financial Engines 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	$642K	Sell	13,897 -1,342	-9%	-$61.8K	﹤0.01%	371
2026 Q1	$672K	Buy	15,239 +1,581	+12%	+$71.5K	﹤0.01%	353
2025 Q4	$595K	Buy	13,658 +1,612	+13%	+$68.4K	﹤0.01%	374
2025 Q3	$504K	Buy	12,046 +15	+0.1%	+$613	﹤0.01%	393
2025 Q2	$477K	Buy	+12,031	New	+$459K	﹤0.01%	387

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

Financial Engines Advisors's DDWM Position: Q2 2026 in Review

Financial Engines Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 8.8% in Q2 2026, selling an estimated $61.8K and leaving 13,897 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Financial Engines Advisors first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Financial Engines Advisors held 13,897 shares of WisdomTree Dynamic International Equity Fund worth $642K as of Q2 2026.
Financial Engines Advisors sold 1,342 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $61.8K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #371 holding.
Financial Engines Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
Financial Engines Advisors's WisdomTree Dynamic International Equity Fund position peaked at $672K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.