Obsidian Personal Planning Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$220K	Sell	5,252 -171	-3%	-$6.99K	0.08%	111
2025 Q2	$215K	Sell	5,423 -529	-9%	-$20.2K	0.09%	104
2025 Q1	$226K	Sell	5,952 -873	-13%	-$31.6K	0.1%	95
2024 Q4	$244K	Hold	6,825	–	–	0.12%	87
2024 Q3	$236K	Buy	6,825 +112	+2%	+$3.92K	0.12%	81
2024 Q2	$229K	Hold	6,713	–	–	0.14%	85
2024 Q1	$227K	Buy	6,713 +396	+6%	+$12.9K	0.15%	85
2023 Q4	$203K	Buy	+6,317	New	+$195K	0.15%	80
2022 Q3	–	Sell	-7,203	Closed	-$201K	–	40
2022 Q2	$201K	Buy	+7,203	New	+$216K	0.34%	42

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

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Obsidian Personal Planning Solutions's DDWM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.2% in Q3 2025, selling an estimated $6.99K and leaving 5,252 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #111.

Obsidian Personal Planning Solutions first reported a position in DDWM in Q2 2022 and has held it in 9 quarters since. The position peaked at $244K in Q4 2024. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

Obsidian Personal Planning Solutions held 5,252 shares of WisdomTree Dynamic International Equity Fund worth $220K as of Q3 2025.
Obsidian Personal Planning Solutions sold 171 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $6.99K.
WisdomTree Dynamic International Equity Fund made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #111 holding.
Obsidian Personal Planning Solutions first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and has held it in 9 quarters since.
Obsidian Personal Planning Solutions's WisdomTree Dynamic International Equity Fund position peaked at $244K in Q4 2024.
116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.