Stifel Financial’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Stifel Financial’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	$2.14M	Buy	46,355 +1,879	+4%	+$86.5K	﹤0.01%	2025
2026 Q1	$1.96M	Sell	44,476 -2,083	-4%	-$94.2K	﹤0.01%	1974
2025 Q4	$2.03M	Buy	46,559 +466	+1%	+$19.8K	﹤0.01%	1916
2025 Q3	$1.93M	Buy	46,093 +2,645	+6%	+$108K	﹤0.01%	1950
2025 Q2	$1.72M	Buy	43,448 +4,042	+10%	+$154K	﹤0.01%	1957
2025 Q1	$1.45M	Buy	+39,406	New	+$1.42M	﹤0.01%	1988
2024 Q4	–	Sell	-49,150	Closed	-$1.76M	–	3404
2024 Q3	$1.76M	Buy	49,150 +1,850	+4%	+$64.8K	﹤0.01%	1861
2024 Q2	$1.61M	Buy	+47,300	New	+$1.62M	﹤0.01%	1868

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

Stifel Financial's DDWM Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.2% in Q2 2026, buying an estimated $86.5K and bringing the position to 46,355 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Stifel Financial first reported a position in DDWM in Q2 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Stifel Financial held 46,355 shares of WisdomTree Dynamic International Equity Fund worth $2.14M as of Q2 2026.
Stifel Financial bought 1,879 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $86.5K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2025 holding.
Stifel Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.