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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
Q2 		$28.3M Buy
611,848
+18,299
+3% +$842K 1.02% 29
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

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stratos Investment Management's DDWM Position: Q2 2026 in Review

Stratos Investment Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.1% in Q2 2026, buying an estimated $842K and bringing the position to 611,848 shares worth $28.3M. The position accounts for 1.02% of the portfolio, ranked #29.

Stratos Investment Management first reported a position in DDWM in Q2 2019 and has held it in 29 quarters since. 144 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Stratos Investment Management held 611,848 shares of WisdomTree Dynamic International Equity Fund worth $28.3M as of Q2 2026.
  • Stratos Investment Management bought 18,299 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $842K.
  • WisdomTree Dynamic International Equity Fund made up 1.02% of Stratos Investment Management's portfolio in Q2 2026, its #29 holding.
  • Stratos Investment Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2019 and has held it in 29 quarters since.
  • 144 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.