Rothschild Investment LLC’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Rothschild Investment LLC’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	$30K	Hold	650	–	–	﹤0.01%	1407
2026 Q1	$28.7K	Hold	650	–	–	﹤0.01%	1284
2025 Q4	$28.3K	Hold	650	–	–	﹤0.01%	1202
2025 Q3	$27.2K	Hold	650	–	–	﹤0.01%	1164
2025 Q2	$25.8K	Hold	650	–	–	﹤0.01%	963
2025 Q1	$23.9K	Hold	650	–	–	﹤0.01%	947
2024 Q4	$22.3K	Hold	650	–	–	﹤0.01%	976
2024 Q3	$23.3K	Hold	650	–	–	﹤0.01%	965
2024 Q2	$22.1K	Hold	650	–	–	﹤0.01%	947
2024 Q1	$22.2K	Hold	650	–	–	﹤0.01%	898
2023 Q4	$20.9K	Buy	+650	New	+$20K	﹤0.01%	853

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rothschild Investment LLC's DDWM Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 650 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Rothschild Investment LLC first reported a position in DDWM in Q4 2023 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Rothschild Investment LLC held 650 shares of WisdomTree Dynamic International Equity Fund worth $30K as of Q2 2026.
Rothschild Investment LLC left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1407 holding.
Rothschild Investment LLC first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 11 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.