Sheets Smith Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Sheets Smith Wealth 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 Q2	$841K	Buy	18,209 +406	+2%	+$18.7K	0.08%	229
2026 Q1	$785K	Buy	17,803 +732	+4%	+$33.1K	0.09%	222
2025 Q4	$743K	Buy	17,071 +1,648	+11%	+$69.9K	0.08%	223
2025 Q3	$645K	Buy	+15,423	New	+$630K	0.07%	248

Other funds holding DDWM

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

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

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

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return