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

Portland 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
2026 Q2	$282K	Sell	6,113 -485	-7%	-$22.3K	0.52%	62
2026 Q1	$291K	Hold	6,598	–	–	0.61%	57
2025 Q4	$287K	Hold	6,598	–	–	0.61%	57
2025 Q3	$276K	Hold	6,598	–	–	0.59%	58
2025 Q2	$262K	Hold	6,598	–	–	0.63%	57
2025 Q1	$243K	Hold	6,598	–	–	0.62%	57
2024 Q4	$227K	Buy	+6,598	New	+$230K	0.61%	55

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

Portland Financial Advisors's DDWM Position: Q2 2026 in Review

Portland Financial Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 7.4% in Q2 2026, selling an estimated $22.3K and leaving 6,113 shares worth $282K. The position accounts for 0.52% of the portfolio, ranked #62.

Portland Financial Advisors first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Portland Financial Advisors held 6,113 shares of WisdomTree Dynamic International Equity Fund worth $282K as of Q2 2026.
Portland Financial Advisors sold 485 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $22.3K.
WisdomTree Dynamic International Equity Fund made up 0.52% of Portland Financial Advisors's portfolio in Q2 2026, its #62 holding.
Portland Financial Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's WisdomTree Dynamic International Equity Fund position peaked at $291K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.