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

Simplicity Wealth’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	$4.87M	Buy	105,357 +17,271	+20%	+$795K	0.16%	136
2026 Q1	$3.89M	Buy	88,086 +7,837	+10%	+$354K	0.22%	105
2025 Q4	$3.49M	Buy	80,249 +10,113	+14%	+$429K	0.21%	110
2025 Q3	$2.93M	Buy	70,136 +11,846	+20%	+$484K	0.17%	132
2025 Q2	$2.31M	Buy	+58,290	New	+$2.22M	0.1%	197

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

Simplicity Wealth's DDWM Position: Q2 2026 in Review

Simplicity Wealth increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 20% in Q2 2026, buying an estimated $795K and bringing the position to 105,357 shares worth $4.87M. The position accounts for 0.16% of the portfolio, ranked #136.

Simplicity Wealth first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Simplicity Wealth held 105,357 shares of WisdomTree Dynamic International Equity Fund worth $4.87M as of Q2 2026.
Simplicity Wealth bought 17,271 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $795K.
WisdomTree Dynamic International Equity Fund made up 0.16% of Simplicity Wealth's portfolio in Q2 2026, its #136 holding.
Simplicity Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.