Merit Financial Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Merit Financial Group’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	–	Sell	-4,731	Closed	-$206K	–	2136
2025 Q4	$206K	Buy	+4,731	New	+$201K	﹤0.01%	1801

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Merit Financial Group's DDWM Position: Q1 2026 in Review

Merit Financial Group sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026, closing a stake of 4,731 shares — an estimated $206K sold.

Merit Financial Group first reported a position in DDWM in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Merit Financial Group reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 4,731 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $206K.
Merit Financial Group first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and held it in 1 quarter.
Merit Financial Group's WisdomTree Dynamic International Equity Fund position peaked at $206K in Q4 2025.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.