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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
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

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
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

Root Financial Partners's DDWM Position: Q1 2026 in Review

Root Financial Partners held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 1,717 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Root Financial Partners first reported a position in DDWM in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • Root Financial Partners held 1,717 shares of WisdomTree Dynamic International Equity Fund worth $75.7K as of Q1 2026.
  • Root Financial Partners left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #692 holding.
  • Root Financial Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.