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WealthPlan Investment Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

WealthPlan Investment Management’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 		$491K Buy
10,638
+3,198
+43% +$147K 0.02% 323
2026
Q1 		$328K Buy
+7,440
New +$336K 0.02% 373

Other funds holding DDWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Axxcess Wealth Management
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

WealthPlan Investment Management's DDWM Position: Q2 2026 in Review

WealthPlan Investment Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 43% in Q2 2026, buying an estimated $147K and bringing the position to 10,638 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #323.

WealthPlan Investment Management first reported a position in DDWM in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • WealthPlan Investment Management held 10,638 shares of WisdomTree Dynamic International Equity Fund worth $491K as of Q2 2026.
  • WealthPlan Investment Management bought 3,198 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $147K.
  • WisdomTree Dynamic International Equity Fund made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #323 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.