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Grey Fox Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Grey Fox Wealth Advisors’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
2025
Q4 		– Sell
-459
Closed -$19.2K – 244
2025
Q3 		$19.2K Buy
+459
New +$18.8K ﹤0.01% 341

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Grey Fox Wealth Advisors's DDWM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2025, closing a stake of 459 shares — an estimated $19.2K sold.

Grey Fox Wealth Advisors first reported a position in DDWM in Q3 2025 and held it in 1 quarter. The position peaked at $19.2K in Q3 2025. 132 funds tracked by Wall St. Rank hold DDWM as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 459 WisdomTree Dynamic International Equity Fund shares in Q4 2025, an estimated $19.2K.
  • Grey Fox Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $19.2K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.