Western Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Western Wealth 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	$2.81M	Buy	60,785 +52,553	+638%	+$2.42M	0.09%	231
2026 Q1	$363K	Buy	+8,232	New	+$372K	0.01%	732
2025 Q3	–	Sell	-9,495	Closed	-$377K	–	771
2025 Q2	$377K	Sell	9,495 -224	-2%	-$8.54K	0.02%	496
2025 Q1	$358K	Sell	9,719 -1,588	-14%	-$57.4K	0.02%	476
2024 Q4	$389K	Buy	11,307 +1,143	+11%	+$39.8K	0.02%	527
2024 Q3	$364K	Sell	10,164 -934	-8%	-$32.7K	0.02%	538
2024 Q2	$378K	Buy	+11,098	New	+$381K	0.03%	436

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

Western Wealth Management's DDWM Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 638% in Q2 2026, buying an estimated $2.42M and bringing the position to 60,785 shares worth $2.81M. The position accounts for 0.09% of the portfolio, ranked #231.

Western Wealth Management first reported a position in DDWM in Q2 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Western Wealth Management held 60,785 shares of WisdomTree Dynamic International Equity Fund worth $2.81M as of Q2 2026.
Western Wealth Management bought 52,553 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $2.42M.
WisdomTree Dynamic International Equity Fund made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #231 holding.
Western Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.