Principal Securities’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Principal Securities’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 Q4	–	Sell	-892	Closed	-$37.3K	–	1847
2025 Q3	$37.3K	Hold	892	–	–	﹤0.01%	2097
2025 Q2	$35.4K	Hold	892	–	–	﹤0.01%	2043
2025 Q1	$30.7K	Hold	892	–	–	﹤0.01%	1977
2024 Q4	$30.7K	Buy	892 +39	+5%	+$1.36K	﹤0.01%	1973
2024 Q3	$30.6K	Hold	853	–	–	﹤0.01%	1908
2024 Q2	$29.1K	Hold	853	–	–	﹤0.01%	1875
2024 Q1	$29.2K	Buy	853 +41	+5%	+$1.34K	﹤0.01%	1820
2023 Q4	$26.1K	Buy	+812	New	+$25K	﹤0.01%	1789

Other funds holding DDWM

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SWM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's DDWM Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q4 2025, closing a stake of 892 shares — an estimated $37.3K sold.

Principal Securities first reported a position in DDWM in Q4 2023 and held it in 8 quarters. The position peaked at $37.3K in Q3 2025. 133 funds tracked by Wall St. Rank hold DDWM as of Q4 2025.

Principal Securities reported no remaining WisdomTree Dynamic International Equity Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 892 WisdomTree Dynamic International Equity Fund shares in Q4 2025, an estimated $37.3K.
Principal Securities first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's WisdomTree Dynamic International Equity Fund position peaked at $37.3K in Q3 2025.
133 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.