Riverbend Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Riverbend Wealth Management’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 Q3	–	Sell	-7,218	Closed	-$333K	–	174
2026 Q2	$333K	Buy	7,218 +266	+4%	+$12.2K	0.17%	138
2026 Q1	$307K	Buy	6,952 +115	+2%	+$5.2K	0.18%	132
2025 Q4	$298K	Buy	+6,837	New	+$290K	0.18%	125

Other funds holding DDWM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Riverbend Wealth Management's DDWM Position: Q3 2026 in Review

Riverbend Wealth Management sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2026, closing a stake of 7,218 shares — an estimated $333K sold.

Riverbend Wealth Management first reported a position in DDWM in Q4 2025 and held it in 3 quarters. The position peaked at $333K in Q2 2026. 80 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Riverbend Wealth Management reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2026 after selling out during the quarter.
Riverbend Wealth Management sold 7,218 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $333K.
Riverbend Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and held it in 3 quarters.
Riverbend Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $333K in Q2 2026.
80 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.