Foundations Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Foundations Investment 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	$1.02M	Buy	22,175 +8,290	+60%	+$381K	0.01%	565
2026 Q1	$612K	Buy	13,885 +5,641	+68%	+$255K	0.01%	654
2025 Q4	$359K	Buy	8,244 +72	+0.9%	+$3.06K	﹤0.01%	837
2025 Q3	$342K	Buy	8,172 +2,397	+42%	+$98K	0.01%	792
2025 Q2	$229K	Buy	+5,775	New	+$220K	﹤0.01%	837

Other funds holding DDWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 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

Foundations Investment Advisors's DDWM Position: Q2 2026 in Review

Foundations Investment Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 60% in Q2 2026, buying an estimated $381K and bringing the position to 22,175 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #565.

Foundations Investment Advisors first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Foundations Investment Advisors held 22,175 shares of WisdomTree Dynamic International Equity Fund worth $1.02M as of Q2 2026.
Foundations Investment Advisors bought 8,290 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $381K.
WisdomTree Dynamic International Equity Fund made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #565 holding.
Foundations Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

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