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

Frazier Financial 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	$6.37M	Sell	137,883 -151	-0.1%	-$6.95K	3.22%	6
2026 Q1	$6.09M	Buy	138,034 +889	+0.6%	+$40.2K	3.37%	6
2025 Q4	$5.97M	Sell	137,145 -3,396	-2%	-$144K	3.54%	6
2025 Q3	$5.87M	Sell	140,541 -1,514	-1%	-$61.9K	3.61%	6
2025 Q2	$5.63M	Buy	142,055 +1,614	+1%	+$61.6K	3.98%	4
2025 Q1	$5.17M	Buy	140,441 +3,447	+3%	+$125K	3.98%	4
2024 Q4	$4.69M	Buy	136,994 +5,278	+4%	+$184K	3.72%	4
2024 Q3	$4.72M	Sell	131,716 -2,349	-2%	-$82.2K	3.67%	4
2024 Q2	$4.57M	Sell	134,065 -645	-0.5%	-$22.1K	3.62%	5
2024 Q1	$4.61M	Sell	134,710 -1,438	-1%	-$46.9K	3.78%	5
2023 Q4	$4.38M	Buy	+136,148	New	+$4.2M	3.8%	4

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

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

Frazier Financial Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.11% in Q2 2026, selling an estimated $6.95K and leaving 137,883 shares worth $6.37M. The position accounts for 3.22% of the portfolio, ranked #6.

Frazier Financial Advisors first reported a position in DDWM in Q4 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Frazier Financial Advisors held 137,883 shares of WisdomTree Dynamic International Equity Fund worth $6.37M as of Q2 2026.
Frazier Financial Advisors sold 151 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $6.95K.
WisdomTree Dynamic International Equity Fund made up 3.22% of Frazier Financial Advisors's portfolio in Q2 2026, its #6 holding.
Frazier Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.