Optima Capital’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Optima Capital’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	$2.34M	Sell	50,715 -3,135	-6%	-$144K	0.92%	32
2026 Q1	$2.38M	Sell	53,850 -1,726	-3%	-$78.1K	1.1%	28
2025 Q4	$2.42M	Sell	55,576 -21,367	-28%	-$907K	1.05%	28
2025 Q3	$3.22M	Buy	76,943 +38,348	+99%	+$1.57M	1.56%	19
2025 Q2	$1.53M	Sell	38,595 -31,042	-45%	-$1.18M	0.82%	37
2025 Q1	$2.56M	Buy	+69,637	New	+$2.52M	1.63%	19

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

Optima Capital's DDWM Position: Q2 2026 in Review

Optima Capital reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 5.8% in Q2 2026, selling an estimated $144K and leaving 50,715 shares worth $2.34M. The position accounts for 0.92% of the portfolio, ranked #32.

Optima Capital first reported a position in DDWM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q3 2025. 144 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Optima Capital held 50,715 shares of WisdomTree Dynamic International Equity Fund worth $2.34M as of Q2 2026.
Optima Capital sold 3,135 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $144K.
WisdomTree Dynamic International Equity Fund made up 0.92% of Optima Capital's portfolio in Q2 2026, its #32 holding.
Optima Capital first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 6 quarters since.
Optima Capital's WisdomTree Dynamic International Equity Fund position peaked at $3.22M in Q3 2025.
144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.