MAI Capital Management
DDWM icon

MAI Capital Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

MAI Capital Management’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 		– Sell
-3,869
Closed -$171K – 2718
2026
Q1 		$171K Sell
3,869
-137
-3% -$6.2K ﹤0.01% 1541
2025
Q4 		$174K Buy
4,006
+1
+0% +$42 ﹤0.01% 1372
2025
Q3 		$167K Sell
4,005
-230
-5% -$9.4K ﹤0.01% 1337
2025
Q2 		$168K Buy
4,235
+43
+1% +$1.64K ﹤0.01% 1255
2025
Q1 		$154K Buy
4,192
+11
+0.3% +$398 ﹤0.01% 1219
2024
Q4 		$144K Buy
+4,181
New +$146K ﹤0.01% 1274
2024
Q2 		– Sell
-5,896
Closed -$202K – 1269
2024
Q1 		$202K Buy
+5,896
New +$192K ﹤0.01% 1122
2023
Q4 		– Sell
-7,393
Closed -$225K – 1131
2023
Q3 		$225K Sell
7,393
-1,858
-20% -$57.8K ﹤0.01% 933
2023
Q2 		$289K Buy
9,251
+96
+1% +$3.01K ﹤0.01% 824
2023
Q1 		$283K Buy
9,155
+45
+0.5% +$1.39K ﹤0.01% 828
2022
Q4 		$266K Buy
9,110
+30
+0.3% +$853 ﹤0.01% 808
2022
Q3 		$236K Sell
9,080
-971
-10% -$27.3K ﹤0.01% 776
2022
Q2 		$281K Buy
10,051
+242
+2% +$7.24K 0.01% 699
2022
Q1 		$301K Buy
9,809
+4
+0% +$122 0.01% 691
2021
Q4 		$302K Buy
+9,805
New +$299K ﹤0.01% 705

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAI Capital Management's DDWM Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026, closing a stake of 3,869 shares — an estimated $171K sold.

MAI Capital Management first reported a position in DDWM in Q4 2021 and held it in 15 quarters. The position peaked at $302K in Q4 2021. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • MAI Capital Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3,869 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $171K.
  • MAI Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and held it in 15 quarters.
  • MAI Capital Management's WisdomTree Dynamic International Equity Fund position peaked at $302K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.