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

IFP 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
Q2 		$498K Buy
10,785
+74
+0.7% +$3.4K 0.01% 1042
2026
Q1 		$472K Sell
10,711
-2,511
-19% -$114K 0.01% 990
2025
Q4 		$576K Sell
13,222
-106
-0.8% -$4.5K 0.01% 869
2025
Q3 		$557K Buy
13,328
+19
+0.1% +$776 0.01% 817
2025
Q2 		$528K Sell
13,309
-3,196
-19% -$122K 0.02% 814
2025
Q1 		$607K Sell
16,505
-6,861
-29% -$248K 0.02% 713
2024
Q4 		$803K Buy
23,366
+4,720
+25% +$164K 0.03% 581
2024
Q3 		$669K Buy
18,646
+7,317
+65% +$256K 0.02% 590
2024
Q2 		$386K Buy
11,329
+5,864
+107% +$201K 0.02% 745
2024
Q1 		$187K Buy
+5,465
New +$178K 0.01% 1030
2023
Q4 		– Sell
-100
Closed -$3.05K – 3107
2023
Q3 		$3.05K Hold
100
– – ﹤0.01% 2693
2023
Q2 		$3.13K Hold
100
– – ﹤0.01% 2715
2023
Q1 		$3.01K Sell
100
-12,223
-99% -$377K ﹤0.01% 2764
2022
Q4 		$372K Buy
12,323
+3,717
+43% +$106K 0.01% 1028
2022
Q3 		$259K Buy
8,606
+20
+0.2% +$562 0.01% 1265
2022
Q2 		$258K Hold
8,586
– – 0.01% 1152
2022
Q1 		$258K Buy
+8,586
New +$263K 0.01% 1152
2018
Q3 		– Sell
-994
Closed -$29K – 3860
2018
Q2 		$29K Buy
+994
New +$30K ﹤0.01% 2243
2017
Q4 		– Sell
-1,056
Closed -$31K – 3860
2017
Q3 		$31K Buy
1,056
+262
+33% +$7.61K ﹤0.01% 2311
2017
Q2 		$23K Hold
794
– – ﹤0.01% 2492
2017
Q1 		$22K Buy
+794
New +$21.7K ﹤0.01% 2431

Other funds holding DDWM

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFP Advisors's DDWM Position: Q2 2026 in Review

IFP Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.69% in Q2 2026, buying an estimated $3.4K and bringing the position to 10,785 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1042.

IFP Advisors first reported a position in DDWM in Q1 2017 and has held it in 21 quarters since. The position peaked at $803K in Q4 2024. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • IFP Advisors held 10,785 shares of WisdomTree Dynamic International Equity Fund worth $498K as of Q2 2026.
  • IFP Advisors bought 74 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $3.4K.
  • WisdomTree Dynamic International Equity Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1042 holding.
  • IFP Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2017 and has held it in 21 quarters since.
  • IFP Advisors's WisdomTree Dynamic International Equity Fund position peaked at $803K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.