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

Summit 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	$317K	Sell	6,873 -695	-9%	-$32K	﹤0.01%	1308
2026 Q1	$334K	Sell	7,568 -49	-0.6%	-$2.22K	﹤0.01%	1144
2025 Q4	$332K	Buy	+7,617	New	+$323K	﹤0.01%	1040

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

Summit Financial's DDWM Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 9.2% in Q2 2026, selling an estimated $32K and leaving 6,873 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Summit Financial first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Summit Financial held 6,873 shares of WisdomTree Dynamic International Equity Fund worth $317K as of Q2 2026.
Summit Financial sold 695 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $32K.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1308 holding.
Summit Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
Summit Financial's WisdomTree Dynamic International Equity Fund position peaked at $334K in Q1 2026.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

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