Focus Partners Wealth’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Focus Partners Wealth’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 Q1	$2.7M	Buy	61,129 +131	+0.2%	+$5.92K	﹤0.01%	1182
2025 Q4	$2.66M	Sell	60,998 -69	-0.1%	-$2.93K	﹤0.01%	1205
2025 Q3	$2.55M	Sell	61,067 -2,633	-4%	-$108K	﹤0.01%	944
2025 Q2	$2.53M	Buy	63,700 +49,610	+352%	+$1.89M	0.01%	843
2025 Q1	$518K	Buy	14,090 +4	+0%	+$145	﹤0.01%	1329
2024 Q4	$484K	Sell	14,086 -7,255	-34%	-$253K	﹤0.01%	1343
2024 Q3	$765K	Buy	21,341 +44	+0.2%	+$1.54K	﹤0.01%	1018
2024 Q2	$725K	Buy	21,297 +114	+0.5%	+$3.91K	﹤0.01%	870
2024 Q1	$724K	Sell	21,183 -743	-3%	-$24.2K	0.01%	656
2023 Q4	$706K	Buy	+21,926	New	+$676K	0.01%	514

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

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

Focus Partners Wealth's DDWM Position: Q1 2026 in Review

Focus Partners Wealth increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.21% in Q1 2026, buying an estimated $5.92K and bringing the position to 61,129 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Focus Partners Wealth first reported a position in DDWM in Q4 2023 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Focus Partners Wealth held 61,129 shares of WisdomTree Dynamic International Equity Fund worth $2.7M as of Q1 2026.
Focus Partners Wealth bought 131 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $5.92K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1182 holding.
Focus Partners Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.