Trivium Point Advisory’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Trivium Point Advisory’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	$2.86M	Buy	62,022 +46,702	+305%	+$2.15M	0.26%	95
2026 Q1	$676K	Sell	15,320 -48,916	-76%	-$2.21M	0.12%	164
2025 Q4	$2.8M	Sell	64,236 -169	-0.3%	-$7.17K	0.28%	90
2025 Q3	$2.69M	Buy	64,405 +44,251	+220%	+$1.81M	0.27%	96
2025 Q2	$799K	Buy	20,154 +1,321	+7%	+$50.4K	0.09%	205
2025 Q1	$693K	Buy	18,833 +3,524	+23%	+$127K	0.09%	199
2024 Q4	$526K	Buy	15,309 +2,388	+18%	+$83.1K	0.07%	217
2024 Q3	$442K	Buy	+12,921	New	+$452K	0.06%	236

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

Trivium Point Advisory's DDWM Position: Q2 2026 in Review

Trivium Point Advisory increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 305% in Q2 2026, buying an estimated $2.15M and bringing the position to 62,022 shares worth $2.86M. The position accounts for 0.26% of the portfolio, ranked #95.

Trivium Point Advisory first reported a position in DDWM in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Trivium Point Advisory held 62,022 shares of WisdomTree Dynamic International Equity Fund worth $2.86M as of Q2 2026.
Trivium Point Advisory bought 46,702 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $2.15M.
WisdomTree Dynamic International Equity Fund made up 0.26% of Trivium Point Advisory's portfolio in Q2 2026, its #95 holding.
Trivium Point Advisory first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.