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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Modera Wealth Management's DDWM Position: Q2 2026 in Review

Modera Wealth Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 52% in Q2 2026, selling an estimated $234K and leaving 4,742 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Modera Wealth Management first reported a position in DDWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $434K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Modera Wealth Management held 4,742 shares of WisdomTree Dynamic International Equity Fund worth $219K as of Q2 2026.
Modera Wealth Management sold 5,090 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $234K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #615 holding.
Modera Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 12 quarters since.
Modera Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $434K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.