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 Q2	–	Sell	-45,120	Closed	-$1.99M	–	1149
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

Independent Advisor Alliance's DDWM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026, closing a stake of 45,120 shares — an estimated $1.99M sold.

Independent Advisor Alliance first reported a position in DDWM in Q4 2024 and held it in 2 quarters. The position peaked at $1.99M in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 45,120 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $1.99M.
Independent Advisor Alliance first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's WisdomTree Dynamic International Equity Fund position peaked at $1.99M in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.