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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.76B AUM 18.08% 1-Year Est. Return

AWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sheets Smith Wealth Management's DDWM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.3% in Q2 2026, buying an estimated $18.7K and bringing the position to 18,209 shares worth $841K. The position accounts for 0.08% of the portfolio, ranked #229.

Sheets Smith Wealth Management first reported a position in DDWM in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Sheets Smith Wealth Management held 18,209 shares of WisdomTree Dynamic International Equity Fund worth $841K as of Q2 2026.
Sheets Smith Wealth Management bought 406 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $18.7K.
WisdomTree Dynamic International Equity Fund made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #229 holding.
Sheets Smith Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2025 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.