Great Valley Advisor Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Great Valley Advisor Group’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	$3.85M	Buy	83,324 +17,791	+27%	+$819K	0.06%	267
2026 Q1	$2.89M	Buy	65,533 +55,391	+546%	+$2.51M	0.05%	304
2025 Q4	$442K	Buy	10,142 +3,435	+51%	+$146K	0.01%	664
2025 Q3	$280K	Buy	6,707 +723	+12%	+$29.5K	0.01%	783
2025 Q2	$237K	Sell	5,984 -189	-3%	-$7.21K	0.01%	815
2025 Q1	$227K	Hold	6,173	–	–	﹤0.01%	801
2024 Q4	$212K	Buy	6,173 +518	+9%	+$18K	﹤0.01%	801
2024 Q3	$203K	Sell	5,655 -866	-13%	-$30.3K	0.01%	803
2024 Q2	$222K	Hold	6,521	–	–	0.01%	724
2024 Q1	$223K	Buy	+6,521	New	+$213K	0.01%	680
2019 Q4	–	Sell	-10,148	Closed	-$287K	–	362
2019 Q3	$287K	Buy	+10,148	New	+$290K	0.07%	266

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

Great Valley Advisor Group's DDWM Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 27% in Q2 2026, buying an estimated $819K and bringing the position to 83,324 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #267.

Great Valley Advisor Group first reported a position in DDWM in Q3 2019 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Great Valley Advisor Group held 83,324 shares of WisdomTree Dynamic International Equity Fund worth $3.85M as of Q2 2026.
Great Valley Advisor Group bought 17,791 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $819K.
WisdomTree Dynamic International Equity Fund made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #267 holding.
Great Valley Advisor Group first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2019 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.