Root Financial Partners
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Root Financial Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Root Financial Partners’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 		$78K Buy
+1,709
New +$80.1K ﹤0.01% 871
2026
Q2 		– Sell
-1,717
Closed -$75.7K – 1097
2026
Q1 		$75.7K Hold
1,717
– – ﹤0.01% 692
2025
Q4 		$74.8K Hold
1,717
– – ﹤0.01% 572
2025
Q3 		$71.8K Buy
+1,717
New +$70.2K ﹤0.01% 549

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Root Financial Partners's DDWM Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2026: 1,709 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DDWM as recently as Q1 2026.

Root Financial Partners first reported a position in DDWM in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

  • Root Financial Partners held 1,709 shares of WisdomTree Dynamic International Equity Fund worth $78K as of Q3 2026.
  • WisdomTree Dynamic International Equity Fund was a new Root Financial Partners position in Q3 2026.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #871 holding.
  • Root Financial Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.