Stratos Investment Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Stratos Investment 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 Q1	$26.2M	Buy	593,549 +272	+0%	+$12.3K	1.05%	26
2025 Q4	$25.8M	Buy	593,277 +16,773	+3%	+$712K	1.04%	29
2025 Q3	$24.1M	Buy	576,504 +9,207	+2%	+$376K	0.99%	29
2025 Q2	$22.5M	Buy	567,297 +21,860	+4%	+$834K	1.03%	28
2025 Q1	$20.1M	Sell	545,437 -41,528	-7%	-$1.5M	1.07%	28
2024 Q4	$20.2M	Sell	586,965 -68,632	-10%	-$2.39M	1.21%	24
2024 Q3	$23.5M	Buy	655,597 +83,217	+15%	+$2.91M	1.64%	17
2024 Q2	$19.5M	Buy	572,380 +76,920	+16%	+$2.64M	1.61%	17
2024 Q1	$16.9M	Buy	495,460 +41,775	+9%	+$1.36M	1.65%	15
2023 Q4	$14.6M	Buy	453,685 +23,261	+5%	+$717K	1.73%	16
2023 Q3	$13.1M	Buy	430,424 +18,854	+5%	+$586K	1.96%	16
2023 Q2	$12.9M	Buy	411,570 +18,952	+5%	+$595K	1.97%	17
2023 Q1	$12.1M	Buy	392,618 +15,888	+4%	+$490K	2.04%	13
2022 Q4	$11M	Sell	376,730 -2,949	-0.8%	-$83.9K	1.97%	15
2022 Q3	$9.88M	Buy	379,679 +111	+0%	+$3.12K	2%	12
2022 Q2	$10.6M	Buy	379,568 +37,228	+11%	+$1.11M	2.01%	11
2022 Q1	$10.5M	Buy	342,340 +46,716	+16%	+$1.43M	1.74%	16
2021 Q4	$9.11M	Buy	295,624 +83,278	+39%	+$2.54M	1.44%	19
2021 Q3	$6.34M	Buy	212,346 +75,045	+55%	+$2.33M	1.1%	27
2021 Q2	$4.21M	Buy	137,301 +27,335	+25%	+$841K	1.16%	26
2021 Q1	$3.27M	Buy	109,966 +7,420	+7%	+$215K	1.04%	30
2020 Q4	$2.86M	Sell	102,546 -2,572	-2%	-$68.7K	0.9%	36
2020 Q3	$2.67M	Buy	105,118 +7,618	+8%	+$198K	0.97%	31
2020 Q2	$2.47M	Buy	97,500 +1,284	+1%	+$31.5K	1.05%	30
2020 Q1	$2.2M	Buy	96,216 +26,402	+38%	+$731K	1.17%	23
2019 Q4	$2.12M	Sell	69,814 -2,066	-3%	-$61.3K	0.98%	25
2019 Q3	$2.07M	Buy	71,880 +5,142	+8%	+$147K	1.17%	17
2019 Q2	$1.94M	Buy	+66,738	New	+$1.93M	1.22%	17

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stratos Investment Management's DDWM Position: Q1 2026 in Review

Stratos Investment Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.05% in Q1 2026, buying an estimated $12.3K and bringing the position to 593,549 shares worth $26.2M. The position accounts for 1.05% of the portfolio, ranked #26.

Stratos Investment Management first reported a position in DDWM in Q2 2019 and has held it in 28 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Stratos Investment Management held 593,549 shares of WisdomTree Dynamic International Equity Fund worth $26.2M as of Q1 2026.
Stratos Investment Management bought 272 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $12.3K.
WisdomTree Dynamic International Equity Fund made up 1.05% of Stratos Investment Management's portfolio in Q1 2026, its #26 holding.
Stratos Investment Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2019 and has held it in 28 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.