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 Q2	$8.65M	Sell	187,217 -170,661	-48%	-$7.85M	1.95%	14
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

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

Tidemark's DDWM Position: Q2 2026 in Review

Tidemark reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 48% in Q2 2026, selling an estimated $7.85M and leaving 187,217 shares worth $8.65M. The position accounts for 1.95% of the portfolio, ranked #14.

Tidemark first reported a position in DDWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.9M in Q4 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Tidemark held 187,217 shares of WisdomTree Dynamic International Equity Fund worth $8.65M as of Q2 2026.
Tidemark sold 170,661 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $7.85M.
WisdomTree Dynamic International Equity Fund made up 1.95% of Tidemark's portfolio in Q2 2026, its #14 holding.
Tidemark first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2023 and has held it in 11 quarters since.
Tidemark's WisdomTree Dynamic International Equity Fund position peaked at $16.9M in Q4 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.