NewEdge Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

NewEdge Advisors’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	$4.89M	Buy	+110,922	New	+$5.02M	0.02%	697
2025 Q1	–	Sell	-9,024	Closed	-$310K	–	4005
2024 Q4	$310K	Buy	9,024 +1,190	+15%	+$41.4K	﹤0.01%	1859
2024 Q3	$281K	Sell	7,834 -1,068	-12%	-$37.4K	﹤0.01%	1847
2024 Q2	$303K	Sell	8,902 -41,498	-82%	-$1.42M	﹤0.01%	1714
2024 Q1	$1.72M	Buy	+50,400	New	+$1.64M	0.02%	750
2023 Q1	–	Sell	-5,973	Closed	-$175K	–	3581
2022 Q4	$175K	Buy	+5,973	New	+$170K	﹤0.01%	1228

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

NewEdge Advisors's DDWM Position: Q1 2026 in Review

NewEdge Advisors opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026: 110,922 shares worth $4.89M. The stake represents 0.02% of the portfolio and ranks #697 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in DDWM as recently as Q4 2024.

NewEdge Advisors first reported a position in DDWM in Q4 2022 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

NewEdge Advisors held 110,922 shares of WisdomTree Dynamic International Equity Fund worth $4.89M as of Q1 2026.
WisdomTree Dynamic International Equity Fund was a new NewEdge Advisors position in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #697 holding.
NewEdge Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2022 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.