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

World Equity 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 Q2	$1.54M	Buy	33,314 +1,786	+6%	+$82.2K	0.34%	59
2026 Q1	$1.39M	Buy	31,528 +1,262	+4%	+$57.1K	0.36%	57
2025 Q4	$1.32M	Buy	30,266 +1,627	+6%	+$69K	0.37%	59
2025 Q3	$1.2M	Buy	28,639 +14,849	+108%	+$607K	0.27%	81
2025 Q2	$547K	Buy	13,790 +2,363	+21%	+$90.1K	0.15%	149
2025 Q1	$420K	Buy	+11,427	New	+$413K	0.12%	174
2024 Q4	–	Sell	-7,349	Closed	-$264K	–	366
2024 Q3	$264K	Buy	7,349 +708	+11%	+$24.8K	0.1%	205
2024 Q2	$226K	Buy	+6,641	New	+$228K	0.07%	242

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

World Equity Group's DDWM Position: Q2 2026 in Review

World Equity Group increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 5.7% in Q2 2026, buying an estimated $82.2K and bringing the position to 33,314 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #59.

World Equity Group first reported a position in DDWM in Q2 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

World Equity Group held 33,314 shares of WisdomTree Dynamic International Equity Fund worth $1.54M as of Q2 2026.
World Equity Group bought 1,786 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $82.2K.
WisdomTree Dynamic International Equity Fund made up 0.34% of World Equity Group's portfolio in Q2 2026, its #59 holding.
World Equity Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.