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

Kestra 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	$7.32M	Buy	158,604 +7,476	+5%	+$344K	0.02%	649
2026 Q1	$6.67M	Sell	151,128 -20,089	-12%	-$909K	0.03%	651
2025 Q4	$7.45M	Buy	171,217 +19,010	+12%	+$807K	0.03%	532
2025 Q3	$6.36M	Buy	152,207 +49,199	+48%	+$2.01M	0.03%	561
2025 Q2	$4.09M	Buy	103,008 +41,320	+67%	+$1.58M	0.02%	741
2025 Q1	$2.27M	Sell	61,688 -5,248	-8%	-$190K	0.01%	930
2024 Q4	$2.3M	Buy	66,936 +13,628	+26%	+$474K	0.01%	931
2024 Q3	$1.91M	Sell	53,308 -10,664	-17%	-$373K	0.01%	975
2024 Q2	$2.18M	Buy	63,972 +7,163	+13%	+$246K	0.01%	919
2024 Q1	$1.94M	Sell	56,809 -1,684	-3%	-$55K	0.01%	895
2023 Q4	$1.88M	Buy	58,493 +4,738	+9%	+$146K	0.02%	816
2023 Q3	$1.64M	Buy	53,755 +34,320	+177%	+$1.07M	0.02%	769
2023 Q2	$607K	Buy	19,435 +10,054	+107%	+$316K	0.01%	1229
2023 Q1	$290K	Buy	+9,381	New	+$289K	﹤0.01%	1583

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

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

Kestra Advisory Services increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.9% in Q2 2026, buying an estimated $344K and bringing the position to 158,604 shares worth $7.32M. The position accounts for 0.02% of the portfolio, ranked #649.

Kestra Advisory Services first reported a position in DDWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.45M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Kestra Advisory Services held 158,604 shares of WisdomTree Dynamic International Equity Fund worth $7.32M as of Q2 2026.
Kestra Advisory Services bought 7,476 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $344K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #649 holding.
Kestra Advisory Services first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2023 and has held it in 14 quarters since.
Kestra Advisory Services's WisdomTree Dynamic International Equity Fund position peaked at $7.45M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.