Modera Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Modera Wealth 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 Q3	$216K	Hold	4,742	–	–	﹤0.01%	642
2026 Q2	$219K	Sell	4,742 -5,090	-52%	-$234K	﹤0.01%	615
2026 Q1	$434K	Hold	9,832	–	–	0.01%	458
2025 Q4	$428K	Hold	9,832	–	–	0.01%	484
2025 Q3	$411K	Hold	9,832	–	–	﹤0.01%	488
2025 Q2	$390K	Hold	9,832	–	–	﹤0.01%	488
2025 Q1	$362K	Hold	9,832	–	–	﹤0.01%	480
2024 Q4	$338K	Hold	9,832	–	–	﹤0.01%	493
2024 Q3	$353K	Hold	9,832	–	–	﹤0.01%	463
2024 Q2	$335K	Hold	9,832	–	–	﹤0.01%	457
2024 Q1	$336K	Hold	9,832	–	–	0.01%	460
2023 Q4	$316K	Hold	9,832	–	–	0.01%	466
2023 Q3	$299K	Buy	+9,832	New	+$306K	0.01%	453

Other funds holding DDWM

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

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Modera Wealth Management's DDWM Position: Q3 2026 in Review

Modera Wealth Management held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q3 2026 at 4,742 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Modera Wealth Management first reported a position in DDWM in Q3 2023 and has held it in 13 quarters since. The position peaked at $434K in Q1 2026. 51 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Modera Wealth Management held 4,742 shares of WisdomTree Dynamic International Equity Fund worth $216K as of Q3 2026.
Modera Wealth Management left its WisdomTree Dynamic International Equity Fund share count unchanged in Q3 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #642 holding.
Modera Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 13 quarters since.
Modera Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $434K in Q1 2026.
51 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.