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BFC Planning, Inc.’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

BFC Planning, Inc.’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 		$167K Buy
3,609
+3,153
+691% +$145K 0.01% 1008
2026
Q1 		$20.1K Hold
456
– – ﹤0.01% 1709
2025
Q4 		$19.9K Buy
+456
New +$19.4K ﹤0.01% 1757

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Raymond James Financial
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s DDWM Position: Q2 2026 in Review

BFC Planning, Inc. increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 691% in Q2 2026, buying an estimated $145K and bringing the position to 3,609 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #1008.

BFC Planning, Inc. first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • BFC Planning, Inc. held 3,609 shares of WisdomTree Dynamic International Equity Fund worth $167K as of Q2 2026.
  • BFC Planning, Inc. bought 3,153 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $145K.
  • WisdomTree Dynamic International Equity Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1008 holding.
  • BFC Planning, Inc. first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.