Rockefeller Capital Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Rockefeller Capital 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	$800K	Buy	17,333 +9,591	+124%	+$441K	﹤0.01%	1844
2026 Q1	$342K	Buy	+7,742	New	+$350K	﹤0.01%	2186
2019 Q2	–	Sell	-7,284	Closed	-$208K	–	1725
2019 Q1	$208K	Buy	+7,284	New	+$203K	﹤0.01%	595

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

Rockefeller Capital Management's DDWM Position: Q2 2026 in Review

Rockefeller Capital Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 124% in Q2 2026, buying an estimated $441K and bringing the position to 17,333 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Rockefeller Capital Management first reported a position in DDWM in Q1 2019 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Rockefeller Capital Management held 17,333 shares of WisdomTree Dynamic International Equity Fund worth $800K as of Q2 2026.
Rockefeller Capital Management bought 9,591 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $441K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1844 holding.
Rockefeller Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2019 and has held it in 3 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.