Oregon Pacific Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Oregon Pacific Wealth 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 Q1	$755K	Buy	17,117 +4,951	+41%	+$224K	0.79%	30
2025 Q4	$530K	Buy	12,166 +4,620	+61%	+$196K	0.55%	42
2025 Q3	$315K	Sell	7,546 -17,095	-69%	-$699K	0.27%	91
2025 Q2	$977K	Sell	24,641 -2,902	-11%	-$111K	0.92%	26
2025 Q1	$1.01M	Sell	27,543 -895	-3%	-$32.3K	1.01%	25
2024 Q4	$978K	Buy	+28,438	New	+$990K	0.96%	26

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

Oregon Pacific Wealth Management's DDWM Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 41% in Q1 2026, buying an estimated $224K and bringing the position to 17,117 shares worth $755K. The position accounts for 0.79% of the portfolio, ranked #30.

Oregon Pacific Wealth Management first reported a position in DDWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Oregon Pacific Wealth Management held 17,117 shares of WisdomTree Dynamic International Equity Fund worth $755K as of Q1 2026.
Oregon Pacific Wealth Management bought 4,951 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $224K.
WisdomTree Dynamic International Equity Fund made up 0.79% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #30 holding.
Oregon Pacific Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $1.01M in Q1 2025.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.