Private Trust Company’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Private Trust Company’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	$68.7K	Hold	1,488	–	–	0.01%	1227
2026 Q1	$65.6K	Buy	+1,488	New	+$67.3K	0.01%	1193
2023 Q2	–	Sell	-365	Closed	-$11.3K	–	2299
2023 Q1	$11.3K	Buy	365 +153	+72%	+$4.71K	﹤0.01%	1530
2022 Q4	$6K	Buy	+212	New	+$6.03K	﹤0.01%	1730

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

Private Trust Company's DDWM Position: Q2 2026 in Review

Private Trust Company held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 1,488 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #1227.

Private Trust Company first reported a position in DDWM in Q4 2022 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Private Trust Company held 1,488 shares of WisdomTree Dynamic International Equity Fund worth $68.7K as of Q2 2026.
Private Trust Company left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
WisdomTree Dynamic International Equity Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1227 holding.
Private Trust Company first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2022 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.