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

SK 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	$33.1M	Sell	693,751 -238,163	-26%	-$11M	7.45%	5
2026 Q1	$41.7M	Sell	931,914 -58,562	-6%	-$2.65M	11.57%	2
2025 Q4	$44.9M	Buy	990,476 +825,414	+500%	+$35M	12.53%	2
2025 Q3	$6.89M	Buy	165,062 +143,202	+655%	+$5.85M	2.57%	9
2025 Q2	$876K	Buy	+21,860	New	+$834K	0.38%	40

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

SK Wealth Management's DDWM Position: Q2 2026 in Review

SK Wealth Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 26% in Q2 2026, selling an estimated $11M and leaving 693,751 shares worth $33.1M. The position accounts for 7.45% of the portfolio, ranked #5.

SK Wealth Management first reported a position in DDWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.9M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

SK Wealth Management held 693,751 shares of WisdomTree Dynamic International Equity Fund worth $33.1M as of Q2 2026.
SK Wealth Management sold 238,163 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $11M.
WisdomTree Dynamic International Equity Fund made up 7.45% of SK Wealth Management's portfolio in Q2 2026, its #5 holding.
SK Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 5 quarters since.
SK Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $44.9M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.