Steward Partners Investment Advisory’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Steward Partners Investment Advisory’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 Q1	$30.9M	Buy	700,739 +59,233	+9%	+$2.68M	0.16%	117
2025 Q4	$27.9M	Buy	641,506 +124,049	+24%	+$5.26M	0.15%	123
2025 Q3	$21.6M	Buy	517,457 +30,933	+6%	+$1.26M	0.12%	152
2025 Q2	$19.3M	Buy	486,524 +20,003	+4%	+$763K	0.15%	135
2025 Q1	$17.2M	Buy	466,521 +56,404	+14%	+$2.04M	0.15%	138
2024 Q4	$14.1M	Buy	410,117 +13,011	+3%	+$453K	0.13%	158
2024 Q3	$14.2M	Buy	397,106 +1,969	+0.5%	+$68.9K	0.13%	162
2024 Q2	$13.5M	Buy	395,137 +1,016	+0.3%	+$34.9K	0.14%	152
2024 Q1	$13.5M	Buy	+394,121	New	+$12.9M	0.15%	151
2018 Q4	–	Sell	-1,423	Closed	-$42K	–	1068
2018 Q3	$42K	Sell	1,423 -1,970	-58%	-$57.8K	﹤0.01%	1272
2018 Q2	$98K	Buy	+3,393	New	+$103K	0.01%	860

Other funds holding DDWM

PNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's DDWM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 9.2% in Q1 2026, buying an estimated $2.68M and bringing the position to 700,739 shares worth $30.9M. The position accounts for 0.16% of the portfolio, ranked #117.

Steward Partners Investment Advisory first reported a position in DDWM in Q2 2018 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Steward Partners Investment Advisory held 700,739 shares of WisdomTree Dynamic International Equity Fund worth $30.9M as of Q1 2026.
Steward Partners Investment Advisory bought 59,233 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $2.68M.
WisdomTree Dynamic International Equity Fund made up 0.16% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #117 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2018 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.