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Geneos Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Geneos Wealth Management’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 		$1.96M Sell
44,391
-4,592
-9% -$208K 0.05% 358
2025
Q4 		$2.13M Buy
48,983
+369
+0.8% +$15.7K 0.05% 340
2025
Q3 		$2.03M Buy
48,614
+1,910
+4% +$78.1K 0.05% 346
2025
Q2 		$1.85M Sell
46,704
-36,053
-44% -$1.38M 0.05% 385
2025
Q1 		$3.04M Buy
82,757
+46,322
+127% +$1.67M 0.04% 395
2024
Q4 		$1.25M Buy
36,435
+1,827
+5% +$63.6K 0.04% 364
2024
Q3 		$1.24M Sell
34,608
-860
-2% -$30.1K 0.05% 360
2024
Q2 		$1.21M Buy
35,468
+191
+0.5% +$6.56K 0.05% 328
2024
Q1 		$1.21M Sell
35,277
-486
-1% -$15.9K 0.06% 321
2023
Q4 		$1.15M Sell
35,763
-4,089
-10% -$126K 0.06% 304
2023
Q3 		$1.21M Sell
39,852
-3,144
-7% -$97.7K 0.06% 285
2023
Q2 		$1.34M Buy
42,996
+1,647
+4% +$51.7K 0.07% 267
2023
Q1 		$1.28M Buy
41,349
+7,557
+22% +$233K 0.08% 261
2022
Q4 		$988K Buy
33,792
+32,766
+3,194% +$932K 0.06% 279
2022
Q3 		$26K Buy
+1,026
New +$28.8K ﹤0.01% 1241
2021
Q2 		– Sell
-714
Closed -$21K – 2907
2021
Q1 		$21K Buy
+714
New +$20.7K ﹤0.01% 2053
2020
Q1 		– Sell
-650
Closed -$19K – 2507
2019
Q4 		$19K Hold
650
– – ﹤0.01% 1704
2019
Q3 		$18K Hold
650
– – ﹤0.01% 1648
2019
Q2 		$18K Hold
650
– – ﹤0.01% 1671
2019
Q1 		$18K Sell
650
-15
-2% -$418 ﹤0.01% 1616
2018
Q4 		$17K Buy
665
+15
+2% +$414 ﹤0.01% 1563
2018
Q3 		$19K Buy
+650
New +$19.1K ﹤0.01% 1582
2018
Q2 		– Sell
-650
Closed -$19K – 2271
2018
Q1 		$19K Hold
650
– – ﹤0.01% 1406
2017
Q4 		$19K Hold
650
– – ﹤0.01% 1396
2017
Q3 		$19K Buy
+650
New +$18.9K ﹤0.01% 1329

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
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

Geneos Wealth Management's DDWM Position: Q1 2026 in Review

Geneos Wealth Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 9.4% in Q1 2026, selling an estimated $208K and leaving 44,391 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #358.

Geneos Wealth Management first reported a position in DDWM in Q3 2017 and has held it in 25 quarters since. The position peaked at $3.04M in Q1 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • Geneos Wealth Management held 44,391 shares of WisdomTree Dynamic International Equity Fund worth $1.96M as of Q1 2026.
  • Geneos Wealth Management sold 4,592 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $208K.
  • WisdomTree Dynamic International Equity Fund made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2017 and has held it in 25 quarters since.
  • Geneos Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $3.04M in Q1 2025.
  • 143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.