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DDWMDDWM
6 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in WISDOMTREE TR

AXXCESS WEALTH MANAGEMENT, LLC holds 1.2M shares of DDWM (WISDOMTREE TR), worth $57.3M as of 2026-Q2. This is a new position. DDWM represents 0.9% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$57.3M

Current Shares

1.2M

Total Value Change

+$56.9M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.2M
-
$57.3M0.9%$45.98
57
2026-Q1
Exited
0
-100.0%
$00.0%$43.29
0
2025-Q4
Increased
1.2M
+4.1%
$50.4M0.9%$42.62
43
2025-Q3
New
1.1M
-
$46.4M1.0%$40.74
57
2023-Q4
Exited
0
-100.0%
$00.0%$29.60
0
2023-Q3
New
14,033
-
$427,4450.0%$27.79
33

Other major holders of DDWM: LPL Financial LLC, MORGAN STANLEY

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