Stratos Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Stratos Wealth Advisors’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
2025 Q3	–	Sell	-10,719	Closed	-$425K	–	687
2025 Q2	$425K	Buy	10,719 +942	+10%	+$35.9K	0.02%	478
2025 Q1	$360K	Sell	9,777 -14,791	-60%	-$535K	0.02%	510
2024 Q4	$845K	Sell	24,568 -47,453	-66%	-$1.65M	0.04%	360
2024 Q3	$2.58M	Sell	72,021 -69,400	-49%	-$2.43M	0.12%	185
2024 Q2	$4.82M	Sell	141,421 -179,477	-56%	-$6.16M	0.24%	99
2024 Q1	$11M	Buy	+320,898	New	+$10.5M	0.65%	30

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

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stratos Wealth Advisors's DDWM Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q3 2025, closing a stake of 10,719 shares — an estimated $425K sold.

Stratos Wealth Advisors first reported a position in DDWM in Q1 2024 and held it in 6 quarters. The position peaked at $11M in Q1 2024. 116 funds tracked by Wall St. Rank hold DDWM as of Q3 2025.

Stratos Wealth Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q3 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 10,719 WisdomTree Dynamic International Equity Fund shares in Q3 2025, an estimated $425K.
Stratos Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2024 and held it in 6 quarters.
Stratos Wealth Advisors's WisdomTree Dynamic International Equity Fund position peaked at $11M in Q1 2024.
116 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.