Occidental Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Occidental Asset Management’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	$3.98M	Sell	86,100 -1,009	-1%	-$46.4K	0.39%	70
2026 Q1	$3.84M	Sell	87,109 -12,836	-13%	-$581K	0.46%	63
2025 Q4	$4.35M	Buy	99,945 +278	+0.3%	+$11.8K	0.52%	61
2025 Q3	$4.17M	Sell	99,667 -1,531	-2%	-$62.6K	0.52%	60
2025 Q2	$4.01M	Sell	101,198 -1,599	-2%	-$61K	0.55%	55
2025 Q1	$3.78M	Buy	102,797 +23,218	+29%	+$839K	0.57%	55
2024 Q4	$2.74M	Buy	79,579 +5,157	+7%	+$180K	0.43%	66
2024 Q3	$2.67M	Buy	74,422 +4	+0%	+$140	0.43%	68
2024 Q2	$2.53M	Buy	74,418 +3,033	+4%	+$104K	0.44%	69
2024 Q1	$2.44M	Buy	71,385 +1,875	+3%	+$61.2K	0.46%	67
2023 Q4	$2.24M	Buy	69,510 +642	+0.9%	+$19.8K	0.46%	66
2023 Q3	$2.1M	Buy	68,868 +16,317	+31%	+$507K	0.49%	55
2023 Q2	$1.64M	Buy	+52,551	New	+$1.65M	0.37%	76

Other funds holding DDWM

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 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 $3.5B 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 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

Occidental Asset Management's DDWM Position: Q2 2026 in Review

Occidental Asset Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 1.2% in Q2 2026, selling an estimated $46.4K and leaving 86,100 shares worth $3.98M. The position accounts for 0.39% of the portfolio, ranked #70.

Occidental Asset Management first reported a position in DDWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.35M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Occidental Asset Management held 86,100 shares of WisdomTree Dynamic International Equity Fund worth $3.98M as of Q2 2026.
Occidental Asset Management sold 1,009 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $46.4K.
WisdomTree Dynamic International Equity Fund made up 0.39% of Occidental Asset Management's portfolio in Q2 2026, its #70 holding.
Occidental Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2023 and has held it in 13 quarters since.
Occidental Asset Management's WisdomTree Dynamic International Equity Fund position peaked at $4.35M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.