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Vericrest Private Wealth’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Vericrest Private Wealth’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 		$4.12M Buy
89,313
+5,776
+7% +$266K 3.67% 11
2026
Q1 		$3.68M Buy
83,537
+10,162
+14% +$460K 3.31% 11
2025
Q4 		$3.19M Buy
+73,375
New +$3.11M 2.84% 12

Other funds holding DDWM

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vericrest Private Wealth's DDWM Position: Q2 2026 in Review

Vericrest Private Wealth increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 6.9% in Q2 2026, buying an estimated $266K and bringing the position to 89,313 shares worth $4.12M. The position accounts for 3.67% of the portfolio, ranked #11.

Vericrest Private Wealth first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Vericrest Private Wealth held 89,313 shares of WisdomTree Dynamic International Equity Fund worth $4.12M as of Q2 2026.
  • Vericrest Private Wealth bought 5,776 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $266K.
  • WisdomTree Dynamic International Equity Fund made up 3.67% of Vericrest Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Vericrest Private Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.