RWM
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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
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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Riverbend Wealth Management's DDWM Position: Q2 2026 in Review

Riverbend Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 7,218 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #138.

Riverbend Wealth Management first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Riverbend Wealth Management held 7,218 shares of WisdomTree Dynamic International Equity Fund worth $333K as of Q2 2026.
  • Riverbend Wealth Management bought 266 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $12.2K.
  • WisdomTree Dynamic International Equity Fund made up 0.17% of Riverbend Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Riverbend Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.