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

WealthPoint 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
Q2 		$345K Buy
7,474
+334
+5% +$15.4K 0.25% 89
2026
Q1 		$315K Sell
7,140
-35
-0.5% -$1.58K 0.26% 91
2025
Q4 		$312K Buy
+7,175
New +$304K 0.27% 86

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

WealthPoint Financial's DDWM Position: Q2 2026 in Review

WealthPoint Financial increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 7,474 shares worth $345K. The position accounts for 0.25% of the portfolio, ranked #89.

WealthPoint Financial 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.

  • WealthPoint Financial held 7,474 shares of WisdomTree Dynamic International Equity Fund worth $345K as of Q2 2026.
  • WealthPoint Financial bought 334 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $15.4K.
  • WisdomTree Dynamic International Equity Fund made up 0.25% of WealthPoint Financial's portfolio in Q2 2026, its #89 holding.
  • WealthPoint Financial 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 WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.