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

Gateway Wealth Partners’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	$306K	Sell	6,621 -6,557	-50%	-$302K	0.02%	615
2026 Q1	$581K	Buy	13,178 +6,535	+98%	+$296K	0.02%	520
2025 Q4	$289K	Buy	+6,643	New	+$282K	0.03%	375

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

Gateway Wealth Partners's DDWM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 50% in Q2 2026, selling an estimated $302K and leaving 6,621 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #615.

Gateway Wealth Partners first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $581K in Q1 2026. 144 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Gateway Wealth Partners held 6,621 shares of WisdomTree Dynamic International Equity Fund worth $306K as of Q2 2026.
Gateway Wealth Partners sold 6,557 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $302K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #615 holding.
Gateway Wealth Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
Gateway Wealth Partners's WisdomTree Dynamic International Equity Fund position peaked at $581K in Q1 2026.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.