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WESCAP Management Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

WESCAP Management Group’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 		$472K Hold
10,709
– – 0.09% 91
2025
Q4 		$466K Sell
10,709
-237
-2% -$10.1K 0.09% 91
2025
Q3 		$458K Hold
10,946
– – 0.1% 86
2025
Q2 		$434K Hold
10,946
– – 0.1% 84
2025
Q1 		$403K Hold
10,946
– – 0.1% 83
2024
Q4 		$376K Hold
10,946
– – 0.09% 83
2024
Q3 		$393K Hold
10,946
– – 0.1% 78
2024
Q2 		$373K Hold
10,946
– – 0.11% 80
2024
Q1 		$374K Hold
10,946
– – 0.11% 81
2023
Q4 		$352K Hold
10,946
– – 0.11% 78
2023
Q3 		$333K Hold
10,946
– – 0.12% 77
2023
Q2 		$342K Hold
10,946
– – 0.12% 78
2023
Q1 		$338K Hold
10,946
– – 0.12% 79
2022
Q4 		$320K Hold
10,946
– – 0.11% 81
2022
Q3 		$284K Sell
10,946
-1,454
-12% -$40.9K 0.11% 80
2022
Q2 		$346K Sell
12,400
-462
-4% -$13.8K 0.12% 80
2022
Q1 		$394K Buy
12,862
+188
+1% +$5.76K 0.11% 79
2021
Q4 		$390K Sell
12,674
-4,697
-27% -$143K 0.11% 76
2021
Q3 		$519K Hold
17,371
– – 0.15% 69
2021
Q2 		$533K Sell
17,371
-5,782
-25% -$178K 0.15% 68
2021
Q1 		$689K Hold
23,153
– – 0.19% 64
2020
Q4 		$644K Sell
23,153
-5,419
-19% -$145K 0.19% 62
2020
Q3 		$726K Sell
28,572
-15,803
-36% -$412K 0.24% 55
2020
Q2 		$1.12M Sell
44,375
-13,454
-23% -$330K 0.4% 45
2020
Q1 		$1.32M Sell
57,829
-37,699
-39% -$1.04M 0.55% 38
2019
Q4 		$2.89M Buy
95,528
+634
+0.7% +$18.8K 1.13% 24
2019
Q3 		$2.73M Buy
94,894
+3,630
+4% +$104K 1.13% 24
2019
Q2 		$2.65M Sell
91,264
-784
-0.9% -$22.7K 1.09% 26
2019
Q1 		$2.62M Buy
92,048
+10,535
+13% +$294K 1.12% 25
2018
Q4 		$2.11M Buy
81,513
+19,232
+31% +$531K 1.01% 26
2018
Q3 		$1.84M Sell
62,281
-5,634
-8% -$165K 0.93% 26
2018
Q2 		$1.96M Sell
67,915
-874
-1% -$26.4K 0.95% 25
2018
Q1 		$2.04M Buy
68,789
+8,886
+15% +$270K 0.82% 29
2017
Q4 		$1.83M Buy
59,903
+11,953
+25% +$361K 0.72% 35
2017
Q3 		$1.43M Buy
47,950
+9,833
+26% +$286K 0.64% 37
2017
Q2 		$1.08M Buy
+38,117
New +$1.08M 0.51% 43

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
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

WESCAP Management Group's DDWM Position: Q1 2026 in Review

WESCAP Management Group held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q1 2026 at 10,709 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #91.

WESCAP Management Group first reported a position in DDWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.89M in Q4 2019. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • WESCAP Management Group held 10,709 shares of WisdomTree Dynamic International Equity Fund worth $472K as of Q1 2026.
  • WESCAP Management Group left its WisdomTree Dynamic International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Dynamic International Equity Fund made up 0.09% of WESCAP Management Group's portfolio in Q1 2026, its #91 holding.
  • WESCAP Management Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2017 and has held it in 36 quarters since.
  • WESCAP Management Group's WisdomTree Dynamic International Equity Fund position peaked at $2.89M in Q4 2019.
  • 143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.