Money Concepts Capital’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Money Concepts Capital’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	$450K	Sell	10,204 -355	-3%	-$16.1K	0.02%	395
2025 Q4	$460K	Buy	10,559 +552	+6%	+$23.4K	0.03%	364
2025 Q3	$418K	Sell	10,007 -25	-0.2%	-$1.02K	0.03%	345
2025 Q2	$398K	Sell	10,032 -30	-0.3%	-$1.14K	0.03%	334
2025 Q1	$370K	Buy	10,062 +1,022	+11%	+$36.9K	0.03%	325
2024 Q4	$311K	Buy	+9,040	New	+$315K	0.02%	343

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

Money Concepts Capital's DDWM Position: Q1 2026 in Review

Money Concepts Capital reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.4% in Q1 2026, selling an estimated $16.1K and leaving 10,204 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #395.

Money Concepts Capital first reported a position in DDWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Money Concepts Capital held 10,204 shares of WisdomTree Dynamic International Equity Fund worth $450K as of Q1 2026.
Money Concepts Capital sold 355 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $16.1K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #395 holding.
Money Concepts Capital first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 6 quarters since.
Money Concepts Capital's WisdomTree Dynamic International Equity Fund position peaked at $460K in Q4 2025.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.