Insigneo Advisory Services’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Insigneo Advisory Services’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	$669K	Buy	14,489 +1,192	+9%	+$54.8K	0.03%	406
2026 Q1	$587K	Buy	13,297 +3,235	+32%	+$146K	0.04%	339
2025 Q4	$438K	Buy	10,062 +20	+0.2%	+$849	0.03%	399
2025 Q3	$420K	Sell	10,042 -731	-7%	-$29.9K	0.03%	416
2025 Q2	$427K	Buy	+10,773	New	+$411K	0.04%	377

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

Insigneo Advisory Services's DDWM Position: Q2 2026 in Review

Insigneo Advisory Services increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 9% in Q2 2026, buying an estimated $54.8K and bringing the position to 14,489 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #406.

Insigneo Advisory Services first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Insigneo Advisory Services held 14,489 shares of WisdomTree Dynamic International Equity Fund worth $669K as of Q2 2026.
Insigneo Advisory Services bought 1,192 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $54.8K.
WisdomTree Dynamic International Equity Fund made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #406 holding.
Insigneo Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.