O'Shaughnessy Asset Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

O'Shaughnessy Asset 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 Q2	$640K	Sell	13,861 -3,292	-19%	-$151K	﹤0.01%	1479
2026 Q1	$757K	Buy	17,153 +1,789	+12%	+$80.9K	﹤0.01%	1322
2025 Q4	$669K	Buy	15,364 +3,283	+27%	+$139K	﹤0.01%	1343
2025 Q3	$505K	Buy	12,081 +108	+0.9%	+$4.41K	﹤0.01%	1480
2025 Q2	$475K	Buy	11,973 +1,238	+12%	+$47.2K	﹤0.01%	1414
2025 Q1	$395K	Buy	10,735 +6,753	+170%	+$244K	﹤0.01%	1438
2024 Q4	$137K	Buy	3,982 +377	+10%	+$13.1K	﹤0.01%	1814
2024 Q3	$128K	Buy	3,605 +415	+13%	+$14.5K	﹤0.01%	1761
2024 Q2	$109K	Hold	3,190	–	–	﹤0.01%	1636
2024 Q1	$109K	Buy	3,190 +181	+6%	+$5.91K	﹤0.01%	1588
2023 Q4	$96.8K	Buy	3,009 +292	+11%	+$9K	﹤0.01%	1499
2023 Q3	$82.8K	Sell	2,717 -5,091	-65%	-$158K	﹤0.01%	1411
2023 Q2	$244K	Buy	7,808 +5,629	+258%	+$177K	﹤0.01%	1136
2023 Q1	$67.3K	Buy	2,179 +154	+8%	+$4.75K	﹤0.01%	1325
2022 Q4	$59.2K	Buy	2,025 +1,019	+101%	+$29K	﹤0.01%	1253
2022 Q3	$26K	Sell	1,006 -815	-45%	-$22.9K	﹤0.01%	1256
2022 Q2	$51K	Buy	+1,821	New	+$54.5K	﹤0.01%	1150

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

O'Shaughnessy Asset Management's DDWM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 19% in Q2 2026, selling an estimated $151K and leaving 13,861 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

O'Shaughnessy Asset Management first reported a position in DDWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $757K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

O'Shaughnessy Asset Management held 13,861 shares of WisdomTree Dynamic International Equity Fund worth $640K as of Q2 2026.
O'Shaughnessy Asset Management sold 3,292 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $151K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1479 holding.
O'Shaughnessy Asset Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2022 and has held it in 17 quarters since.
O'Shaughnessy Asset Management's WisdomTree Dynamic International Equity Fund position peaked at $757K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.