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 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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Rockefeller Capital Management's DDWM Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026: 7,742 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in DDWM as recently as Q1 2019.

Rockefeller Capital Management first reported a position in DDWM in Q1 2019 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Rockefeller Capital Management held 7,742 shares of WisdomTree Dynamic International Equity Fund worth $342K as of Q1 2026.
WisdomTree Dynamic International Equity Fund was a new Rockefeller Capital Management position in Q1 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2186 holding.
Rockefeller Capital Management first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2019 and has held it in 2 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.