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 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

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

Frazier Financial Advisors's DDWM Position: Q1 2026 in Review

Frazier Financial Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.65% in Q1 2026, buying an estimated $40.2K and bringing the position to 138,034 shares worth $6.09M. The position accounts for 3.37% of the portfolio, ranked #6.

Frazier Financial Advisors 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.

Frazier Financial Advisors held 138,034 shares of WisdomTree Dynamic International Equity Fund worth $6.09M as of Q1 2026.
Frazier Financial Advisors bought 889 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $40.2K.
WisdomTree Dynamic International Equity Fund made up 3.37% of Frazier Financial Advisors's portfolio in Q1 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 10 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.