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 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

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

NBC Securities's DDWM Position: Q1 2026 in Review

NBC Securities increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 27% in Q1 2026, buying an estimated $896K and bringing the position to 92,962 shares worth $4.1M. The position accounts for 0.31% of the portfolio, ranked #68.

NBC Securities first reported a position in DDWM in Q3 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

NBC Securities held 92,962 shares of WisdomTree Dynamic International Equity Fund worth $4.1M as of Q1 2026.
NBC Securities bought 19,808 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $896K.
WisdomTree Dynamic International Equity Fund made up 0.31% of NBC Securities's portfolio in Q1 2026, its #68 holding.
NBC Securities first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2023 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.