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 Q2	$2.08M	Buy	44,979 +588	+1%	+$27.1K	0.04%	367
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	Buy	46,704 +9,050	+24%	+$345K	0.05%	385
2025 Q1	$1.39M	Buy	37,654 +1,219	+3%	+$44.1K	0.05%	382
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

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

Geneos Wealth Management's DDWM Position: Q2 2026 in Review

Geneos Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 1.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 44,979 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #367.

Geneos Wealth Management first reported a position in DDWM in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.13M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Geneos Wealth Management held 44,979 shares of WisdomTree Dynamic International Equity Fund worth $2.08M as of Q2 2026.
Geneos Wealth Management bought 588 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $27.1K.
WisdomTree Dynamic International Equity Fund made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #367 holding.
Geneos Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2017 and has held it in 26 quarters since.
Geneos Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $2.13M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.