Integrated Wealth Concepts’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Integrated Wealth Concepts’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	$151K	Buy	+3,264	New	+$150K	﹤0.01%	2514
2021 Q4	–	Sell	-119,974	Closed	-$3.58M	–	992
2021 Q3	$3.58M	Buy	119,974 +12,831	+12%	+$398K	0.12%	158
2021 Q2	$3.29M	Buy	107,143 +6,340	+6%	+$195K	0.12%	153
2021 Q1	$3M	Buy	100,803 +38,375	+61%	+$1.11M	0.12%	138
2020 Q4	$1.74M	Buy	62,428 +6,463	+12%	+$173K	0.08%	169
2020 Q3	$1.42M	Buy	55,965 +7,565	+16%	+$197K	0.09%	164
2020 Q2	$1.23M	Buy	48,400 +16,837	+53%	+$414K	0.09%	143
2020 Q1	$722K	Buy	31,563 +13,191	+72%	+$365K	0.07%	177
2019 Q4	$557K	Buy	+18,372	New	+$545K	0.05%	248

Other funds holding DDWM

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 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 $3.5B 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 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

Integrated Wealth Concepts's DDWM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 3,264 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #2514 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DDWM as recently as Q3 2021.

Integrated Wealth Concepts first reported a position in DDWM in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.58M in Q3 2021. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Integrated Wealth Concepts held 3,264 shares of WisdomTree Dynamic International Equity Fund worth $151K as of Q2 2026.
WisdomTree Dynamic International Equity Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2514 holding.
Integrated Wealth Concepts first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2019 and has held it in 9 quarters since.
Integrated Wealth Concepts's WisdomTree Dynamic International Equity Fund position peaked at $3.58M in Q3 2021.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.