Rooted Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Rooted Wealth Advisors’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	–	Sell	-4,429	Closed	-$203K	–	145
2025 Q4	$203K	Buy	+4,429	New	+$188K	0.06%	134
2024 Q4	–	Sell	-6,466	Closed	-$229K	–	95
2024 Q3	$229K	Sell	6,466 -66,862	-91%	-$2.34M	0.1%	90
2024 Q2	$2.57M	Buy	73,328 +3,267	+5%	+$112K	1.13%	24
2024 Q1	$2.37M	Sell	70,061 -245	-0.3%	-$8K	1.17%	22
2023 Q4	$2.25M	Sell	70,306 -3,504	-5%	-$108K	1.18%	23
2023 Q3	$2.29M	Sell	73,810 -29,493	-29%	-$917K	1.41%	19
2023 Q2	$3.21M	Buy	103,303 +20,642	+25%	+$648K	2.16%	14
2023 Q1	$2.61M	Buy	82,661 +3,306	+4%	+$102K	1.94%	11
2022 Q4	$2.32M	Buy	+79,355	New	+$2.26M	1.95%	11

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

Rooted Wealth Advisors's DDWM Position: Q1 2026 in Review

Rooted Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026, closing a stake of 4,429 shares — an estimated $203K sold.

Rooted Wealth Advisors first reported a position in DDWM in Q4 2022 and held it in 9 quarters. The position peaked at $3.21M in Q2 2023. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Rooted Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 4,429 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $203K.
Rooted Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2022 and held it in 9 quarters.
Rooted Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $3.21M in Q2 2023.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.