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Planning Strategies Inc.’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Planning Strategies Inc.’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 		$4.89K Buy
+106
New +$4.88K ﹤0.01% 422

Other funds holding DDWM

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Planning Strategies Inc.'s DDWM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Dynamic International Equity Fund (DDWM) in Q2 2026: 106 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

50 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Planning Strategies Inc. held 106 shares of WisdomTree Dynamic International Equity Fund worth $4.89K as of Q2 2026.
  • WisdomTree Dynamic International Equity Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #422 holding.
  • 50 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.