Truist Financial’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Truist 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	–	Sell	-20,233	Closed	-$881K	–	2830
2025 Q4	$881K	Buy	20,233 +857	+4%	+$36.4K	﹤0.01%	1727
2025 Q3	$810K	Buy	19,376 +3,597	+23%	+$147K	﹤0.01%	1779
2025 Q2	$626K	Sell	15,779 -102	-0.6%	-$3.89K	﹤0.01%	1841
2025 Q1	$584K	Buy	+15,881	New	+$574K	﹤0.01%	1783

Other funds holding DDWM

PNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Truist Financial's DDWM Position: Q1 2026 in Review

Truist Financial sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2026, closing a stake of 20,233 shares — an estimated $881K sold.

Truist Financial first reported a position in DDWM in Q1 2025 and held it in 4 quarters. The position peaked at $881K in Q4 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Truist Financial reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2026 after selling out during the quarter.
Truist Financial sold 20,233 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $881K.
Truist Financial first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and held it in 4 quarters.
Truist Financial's WisdomTree Dynamic International Equity Fund position peaked at $881K in Q4 2025.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.