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

OneDigital Investment 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	$7.95M	Buy	+180,273	New	+$8.15M	0.08%	203

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

OneDigital Investment Advisors's DDWM Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026: 180,273 shares worth $7.95M. The stake represents 0.08% of the portfolio and ranks #203 among its holdings.

144 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

OneDigital Investment Advisors held 180,273 shares of WisdomTree Dynamic International Equity Fund worth $7.95M as of Q1 2026.
WisdomTree Dynamic International Equity Fund was a new OneDigital Investment Advisors position in Q1 2026.
WisdomTree Dynamic International Equity Fund made up 0.08% of OneDigital Investment Advisors's portfolio in Q1 2026, its #203 holding.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.