Plante Moran Financial Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Plante Moran Financial Advisors’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	-66	Closed	-$2.27K	–	828
2024 Q4	$2.27K	Hold	66	–	–	﹤0.01%	771
2024 Q3	$2.37K	Buy	+66	New	+$2.31K	﹤0.01%	743
2020 Q2	–	Sell	-2,259	Closed	-$52K	–	771
2020 Q1	$52K	Buy	+2,259	New	+$62.5K	0.02%	250

Other funds holding DDWM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Plante Moran Financial Advisors's DDWM Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2025, closing a stake of 66 shares — an estimated $2.27K sold.

Plante Moran Financial Advisors first reported a position in DDWM in Q1 2020 and held it in 3 quarters. The position peaked at $52K in Q1 2020. 94 funds tracked by Wall St. Rank hold DDWM as of Q1 2025.

Plante Moran Financial Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 66 WisdomTree Dynamic International Equity Fund shares in Q1 2025, an estimated $2.27K.
Plante Moran Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2020 and held it in 3 quarters.
Plante Moran Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $52K in Q1 2020.
94 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.