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ORG Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

ORG Partners’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
Q1 		– Sell
-478
Closed -$16.4K – 1445
2024
Q4 		$16.4K Buy
+478
New +$16.6K ﹤0.01% 792

Other funds holding DDWM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

ORG Partners's DDWM Position: Q1 2025 in Review

ORG Partners sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2025, closing a stake of 478 shares — an estimated $16.4K sold.

ORG Partners first reported a position in DDWM in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 94 funds tracked by Wall St. Rank hold DDWM as of Q1 2025.

  • ORG Partners reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 478 WisdomTree Dynamic International Equity Fund shares in Q1 2025, an estimated $16.4K.
  • ORG Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and held it in 1 quarter.
  • ORG Partners's WisdomTree Dynamic International Equity Fund position peaked at $16.4K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.