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 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

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

Insigneo Advisory Services's DDWM Position: Q1 2026 in Review

Insigneo Advisory Services increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 32% in Q1 2026, buying an estimated $146K and bringing the position to 13,297 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #339.

Insigneo Advisory Services first reported a position in DDWM in Q2 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Insigneo Advisory Services held 13,297 shares of WisdomTree Dynamic International Equity Fund worth $587K as of Q1 2026.
Insigneo Advisory Services bought 3,235 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $146K.
WisdomTree Dynamic International Equity Fund made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #339 holding.
Insigneo Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.