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

HHM 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
2026
Q1 		– Sell
-1,354
Closed -$59K – 886
2025
Q4 		$59K Hold
1,354
– – 0.01% 338
2025
Q3 		$56.6K Sell
1,354
-1,097
-45% -$44.8K 0.01% 359
2025
Q2 		$97.2K Buy
+2,451
New +$93.5K 0.01% 279

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
Raymond James Financial
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
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
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

HHM Wealth Advisors's DDWM Position: Q1 2026 in Review

HHM Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026, closing a stake of 1,354 shares — an estimated $59K sold.

HHM Wealth Advisors first reported a position in DDWM in Q2 2025 and held it in 3 quarters. The position peaked at $97.2K in Q2 2025. 144 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • HHM Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,354 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $59K.
  • HHM Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $97.2K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.