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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
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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
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

MAI Capital Management's DDWM Position: Q1 2026 in Review

MAI Capital Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.4% in Q1 2026, selling an estimated $6.2K and leaving 3,869 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

MAI Capital Management first reported a position in DDWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $302K in Q4 2021. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • MAI Capital Management held 3,869 shares of WisdomTree Dynamic International Equity Fund worth $171K as of Q1 2026.
  • MAI Capital Management sold 137 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $6.2K.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1541 holding.
  • MAI Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2021 and has held it in 15 quarters since.
  • MAI Capital Management's WisdomTree Dynamic International Equity Fund position peaked at $302K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.