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 Q2	$1.5M	Buy	32,463 +3,265	+11%	+$150K	0.02%	650
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

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

Harbour Investments's DDWM Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 11% in Q2 2026, buying an estimated $150K and bringing the position to 32,463 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #650.

Harbour Investments first reported a position in DDWM in Q4 2023 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Harbour Investments held 32,463 shares of WisdomTree Dynamic International Equity Fund worth $1.5M as of Q2 2026.
Harbour Investments bought 3,265 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $150K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #650 holding.
Harbour Investments first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.