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 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 $3.57B 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return