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DDWM icon

Tidemark’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Tidemark’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 		$15.8M Sell
357,878
-29,175
-8% -$1.32M 4.01% 7
2025
Q4 		$16.9M Buy
387,053
+20,390
+6% +$865K 4.79% 5
2025
Q3 		$15.3M Sell
366,663
-38,697
-10% -$1.58M 4.47% 7
2025
Q2 		$16.1M Buy
405,360
+137,533
+51% +$5.25M 5.18% 3
2025
Q1 		$9.85M Sell
267,827
-52,938
-17% -$1.91M 3.62% 7
2024
Q4 		$11M Buy
320,765
+50,684
+19% +$1.76M 4.22% 6
2024
Q3 		$9.69M Buy
270,081
+167,122
+162% +$5.85M 3.97% 7
2024
Q2 		$3.51M Buy
102,959
+19,205
+23% +$659K 1.61% 12
2024
Q1 		$2.86M Buy
83,754
+79,525
+1,880% +$2.6M 1.6% 12
2023
Q4 		$136K Buy
+4,229
New +$130K 0.09% 133

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 $376B 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