VestGen Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

VestGen Advisors’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	$4.13M	Buy	89,341 +2,687	+3%	+$124K	0.12%	169
2026 Q1	$3.99M	Buy	86,654 +23,968	+38%	+$1.08M	0.11%	164
2025 Q4	$2.73M	Sell	62,686 -99,455	-61%	-$4.22M	0.12%	183
2025 Q3	$6.78M	Buy	162,141 +22,789	+16%	+$931K	0.23%	102
2025 Q2	$5.53M	Buy	139,352 +11,303	+9%	+$431K	0.22%	101
2025 Q1	$4.71M	Buy	+128,049	New	+$4.63M	0.21%	106

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

VestGen Advisors's DDWM Position: Q2 2026 in Review

VestGen Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 3.1% in Q2 2026, buying an estimated $124K and bringing the position to 89,341 shares worth $4.13M. The position accounts for 0.12% of the portfolio, ranked #169.

VestGen Advisors first reported a position in DDWM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.78M in Q3 2025. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

VestGen Advisors held 89,341 shares of WisdomTree Dynamic International Equity Fund worth $4.13M as of Q2 2026.
VestGen Advisors bought 2,687 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $124K.
WisdomTree Dynamic International Equity Fund made up 0.12% of VestGen Advisors's portfolio in Q2 2026, its #169 holding.
VestGen Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's WisdomTree Dynamic International Equity Fund position peaked at $6.78M in Q3 2025.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.