Independent Advisor Alliance’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Independent Advisor Alliance’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	$1.99M	Buy	+45,120	New	+$2.04M	0.02%	563
2025 Q1	–	Sell	-35,973	Closed	-$1.24M	–	902
2024 Q4	$1.24M	Buy	+35,973	New	+$1.25M	0.02%	657

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

Independent Advisor Alliance's DDWM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026: 45,120 shares worth $1.99M. The stake represents 0.02% of the portfolio and ranks #563 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in DDWM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in DDWM in Q4 2024 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Independent Advisor Alliance held 45,120 shares of WisdomTree Dynamic International Equity Fund worth $1.99M as of Q1 2026.
WisdomTree Dynamic International Equity Fund was a new Independent Advisor Alliance position in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #563 holding.
Independent Advisor Alliance first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 2 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.