Harbour Investments’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Harbour Investments’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	$1.29M	Buy	29,198 +6,651	+29%	+$301K	0.02%	677
2025 Q4	$982K	Buy	22,547 +3,817	+20%	+$162K	0.02%	615
2025 Q3	$783K	Buy	+18,730	New	+$765K	0.02%	651
2025 Q1	–	Sell	-20	Closed	-$688	–	3579
2024 Q4	$688	Hold	20	–	–	﹤0.01%	3235
2024 Q3	$717	Buy	+20	New	+$700	﹤0.01%	3151
2024 Q1	–	Sell	-100	Closed	-$3.22K	–	3237
2023 Q4	$3.22K	Buy	+100	New	+$3.08K	﹤0.01%	2559

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

Harbour Investments's DDWM Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 29% in Q1 2026, buying an estimated $301K and bringing the position to 29,198 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #677.

Harbour Investments first reported a position in DDWM in Q4 2023 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Harbour Investments held 29,198 shares of WisdomTree Dynamic International Equity Fund worth $1.29M as of Q1 2026.
Harbour Investments bought 6,651 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $301K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #677 holding.
Harbour Investments first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.