LifeGoal Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

LifeGoal Wealth Advisors’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 Q3	$283K	Buy	+6,211	New	+$291K	0.09%	149

Other funds holding DDWM

Park National Corp

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Signature Estate & Investment Advisors

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

LifeGoal Wealth Advisors's DDWM Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2026: 6,211 shares worth $283K. The stake represents 0.09% of the portfolio and ranks #149 among its holdings.

16 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

LifeGoal Wealth Advisors held 6,211 shares of WisdomTree Dynamic International Equity Fund worth $283K as of Q3 2026.
WisdomTree Dynamic International Equity Fund was a new LifeGoal Wealth Advisors position in Q3 2026.
WisdomTree Dynamic International Equity Fund made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #149 holding.
16 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.