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 Q2	$503K	Buy	10,897 +693	+7%	+$31.9K	0.02%	416
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

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

Money Concepts Capital's DDWM Position: Q2 2026 in Review

Money Concepts Capital increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 6.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,897 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #416.

Money Concepts Capital first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Money Concepts Capital held 10,897 shares of WisdomTree Dynamic International Equity Fund worth $503K as of Q2 2026.
Money Concepts Capital bought 693 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $31.9K.
WisdomTree Dynamic International Equity Fund made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #416 holding.
Money Concepts Capital first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.