Signature Estate & Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Signature Estate & Investment 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 Q2	$499K	Sell	10,811 -1,856	-15%	-$85.4K	0.01%	431
2026 Q1	$559K	Buy	12,667 +33	+0.3%	+$1.49K	0.01%	393
2025 Q4	$550K	Buy	12,634 +53	+0.4%	+$2.25K	0.01%	373
2025 Q3	$526K	Buy	12,581 +63	+0.5%	+$2.58K	0.01%	375
2025 Q2	$496K	Buy	12,518 +167	+1%	+$6.37K	0.01%	359
2025 Q1	$454K	Buy	12,351 +5,811	+89%	+$210K	0.01%	360
2024 Q4	$225K	Buy	+6,540	New	+$228K	0.01%	482

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

Signature Estate & Investment Advisors's DDWM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 15% in Q2 2026, selling an estimated $85.4K and leaving 10,811 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #431.

Signature Estate & Investment Advisors first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q1 2026. 78 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Signature Estate & Investment Advisors held 10,811 shares of WisdomTree Dynamic International Equity Fund worth $499K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,856 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $85.4K.
WisdomTree Dynamic International Equity Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #431 holding.
Signature Estate & Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $559K in Q1 2026.
78 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.