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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
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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
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

Summit Financial's DDWM Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.64% in Q1 2026, selling an estimated $2.22K and leaving 7,568 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Summit Financial first reported a position in DDWM in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • Summit Financial held 7,568 shares of WisdomTree Dynamic International Equity Fund worth $334K as of Q1 2026.
  • Summit Financial sold 49 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $2.22K.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1144 holding.
  • Summit Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.