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NBC Securities’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

NBC Securities’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 		$4.5M Buy
97,440
+4,478
+5% +$206K 0.3% 69
2026
Q1 		$4.1M Buy
92,962
+19,808
+27% +$896K 0.31% 68
2025
Q4 		$3.19M Buy
73,154
+56,316
+334% +$2.39M 0.24% 97
2025
Q3 		$704K Sell
16,838
-3,655
-18% -$149K 0.05% 381
2025
Q2 		$812K Sell
20,493
-1,050
-5% -$40K 0.07% 327
2025
Q1 		$792K Buy
21,543
+21,519
+89,663% +$778K 0.07% 300
2024
Q4 		$846 Sell
24
-24,882
-100% -$866K 0.08% 274
2024
Q3 		$893K Buy
24,906
+6,762
+37% +$237K 0.08% 277
2024
Q2 		$617K Buy
18,144
+535
+3% +$18.4K 0.06% 362
2024
Q1 		$612K Buy
17,609
+6,734
+62% +$220K 0.06% 381
2023
Q4 		$349K Buy
10,875
+5,675
+109% +$175K 0.04% 525
2023
Q3 		$158K Buy
+5,200
New +$162K 0.02% 778

Other funds holding DDWM

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NBC Securities's DDWM Position: Q2 2026 in Review

NBC Securities increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.8% in Q2 2026, buying an estimated $206K and bringing the position to 97,440 shares worth $4.5M. The position accounts for 0.3% of the portfolio, ranked #69.

NBC Securities first reported a position in DDWM in Q3 2023 and has held it in 12 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • NBC Securities held 97,440 shares of WisdomTree Dynamic International Equity Fund worth $4.5M as of Q2 2026.
  • NBC Securities bought 4,478 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $206K.
  • WisdomTree Dynamic International Equity Fund made up 0.3% of NBC Securities's portfolio in Q2 2026, its #69 holding.
  • NBC Securities first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 12 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.