Planning Strategies’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Planning Strategies’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	$4.89K	Buy	+106	New	+$4.88K	﹤0.01%	422

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Planning Strategies's DDWM Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 106 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

138 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Planning Strategies held 106 shares of WisdomTree Dynamic International Equity Fund worth $4.89K as of Q2 2026.
WisdomTree Dynamic International Equity Fund was a new Planning Strategies position in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #422 holding.
138 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.