Osaic Holdings
DDWM icon

Osaic Holdings’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Osaic Holdings’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 		$839K Buy
18,177
+1,026
+6% +$47.2K ﹤0.01% 3184
2026
Q1 		$757K Buy
17,151
+959
+6% +$43.4K ﹤0.01% 2964
2025
Q4 		$705K Sell
16,192
-317
-2% -$13.5K ﹤0.01% 3020
2025
Q3 		$686K Buy
16,509
+8,645
+110% +$353K ﹤0.01% 3145
2025
Q2 		$312K Buy
7,864
+2,234
+40% +$85.2K ﹤0.01% 3560
2025
Q1 		$207K Buy
5,630
+679
+14% +$24.5K ﹤0.01% 3598
2024
Q4 		$170K Buy
4,951
+1,337
+37% +$46.5K ﹤0.01% 3743
2024
Q3 		$130K Buy
3,614
+782
+28% +$27.4K ﹤0.01% 4020
2024
Q2 		$96.5K Sell
2,832
-883
-24% -$30.3K ﹤0.01% 4172
2024
Q1 		$127K Buy
3,715
+2,139
+136% +$69.8K ﹤0.01% 4065
2023
Q4 		$50.7K Buy
1,576
+53
+3% +$1.63K ﹤0.01% 4901
2023
Q3 		$46.4K Sell
1,523
-150,003
-99% -$4.66M ﹤0.01% 5050
2023
Q2 		$4.73M Buy
151,526
+150,298
+12,239% +$4.72M 0.01% 1225
2023
Q1 		$38K Sell
1,228
-1,148
-48% -$35.4K ﹤0.01% 5143
2022
Q4 		$69K Buy
2,376
+6
+0.3% +$171 ﹤0.01% 4700
2022
Q3 		$62K Buy
2,370
+9
+0.4% +$253 ﹤0.01% 4739
2022
Q2 		$66K Sell
2,361
-1,640
-41% -$49.1K ﹤0.01% 4734
2022
Q1 		$123K Buy
4,001
+882
+28% +$27K ﹤0.01% 4420
2021
Q4 		$96K Buy
3,119
+295
+10% +$8.99K ﹤0.01% 4624
2021
Q3 		$84K Buy
2,824
+13
+0.5% +$403 ﹤0.01% 4677
2021
Q2 		$87K Buy
2,811
+759
+37% +$23.3K ﹤0.01% 4592
2021
Q1 		$61K Sell
2,052
-190
-8% -$5.51K ﹤0.01% 4732
2020
Q4 		$63K Buy
2,242
+159
+8% +$4.25K ﹤0.01% 4396
2020
Q3 		$53K Sell
2,083
-358
-15% -$9.32K ﹤0.01% 4253
2020
Q2 		$62K Sell
2,441
-1,640
-40% -$40.3K ﹤0.01% 4036
2020
Q1 		$95K Buy
+4,081
New +$113K ﹤0.01% 3510

Other funds holding DDWM

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings's DDWM Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 6% in Q2 2026, buying an estimated $47.2K and bringing the position to 18,177 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Osaic Holdings first reported a position in DDWM in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.73M in Q2 2023. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Osaic Holdings held 18,177 shares of WisdomTree Dynamic International Equity Fund worth $839K as of Q2 2026.
  • Osaic Holdings bought 1,026 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $47.2K.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3184 holding.
  • Osaic Holdings first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's WisdomTree Dynamic International Equity Fund position peaked at $4.73M in Q2 2023.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.