Greykasell Wealth Strategies’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Greykasell Wealth Strategies’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	$335K	Hold	7,588	–	–	0.13%	115
2025 Q4	$330K	Hold	7,588	–	–	0.13%	113
2025 Q3	$317K	Hold	7,588	–	–	0.13%	111
2025 Q2	$301K	Buy	+7,588	New	+$289K	0.14%	107

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Greykasell Wealth Strategies's DDWM Position: Q1 2026 in Review

Greykasell Wealth Strategies held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 7,588 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #115.

Greykasell Wealth Strategies first reported a position in DDWM in Q2 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Greykasell Wealth Strategies held 7,588 shares of WisdomTree Dynamic International Equity Fund worth $335K as of Q1 2026.
Greykasell Wealth Strategies left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.13% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #115 holding.
Greykasell Wealth Strategies first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.