Global Retirement Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Global Retirement 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	$1.74M	Buy	+37,731	New	+$1.74M	0.03%	540
2025 Q4	$1.56M	Buy	35,892 +1,623	+5%	+$68.9K	0.03%	509
2025 Q3	$1.43M	Buy	34,269 +1,046	+3%	+$42.7K	0.03%	436
2025 Q2	$1.32M	Buy	+33,223	New	+$1.27M	0.03%	426

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

Global Retirement Partners's DDWM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 37,731 shares worth $1.74M. The stake represents 0.03% of the portfolio and ranks #540 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DDWM as recently as Q4 2025.

Global Retirement Partners first reported a position in DDWM in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Global Retirement Partners held 37,731 shares of WisdomTree Dynamic International Equity Fund worth $1.74M as of Q2 2026.
WisdomTree Dynamic International Equity Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Dynamic International Equity Fund made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #540 holding.
Global Retirement Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.