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 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

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return