BFG
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Beacon Financial Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Beacon Financial 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 		$447K Hold
9,689
– – 0.04% 264
2026
Q1 		$427K Hold
9,689
– – 0.04% 250
2025
Q4 		$422K Hold
9,689
– – 0.04% 248
2025
Q3 		$405K Hold
9,689
– – 0.04% 253
2025
Q2 		$384K Hold
9,689
– – 0.04% 256
2025
Q1 		$356K Hold
9,689
– – 0.04% 258
2024
Q4 		$333K Sell
9,689
-298
-3% -$10.4K 0.04% 269
2024
Q3 		$358K Hold
9,987
– – 0.04% 257
2024
Q2 		$340K Sell
9,987
-175
-2% -$6.01K 0.04% 255
2024
Q1 		$348K Sell
10,162
-115
-1% -$3.75K 0.04% 252
2023
Q4 		$331K Buy
10,277
+595
+6% +$18.3K 0.04% 248
2023
Q3 		$301K Hold
9,682
– – 0.04% 213
2023
Q2 		$299K Hold
9,682
– – 0.04% 206
2023
Q1 		$283K Hold
9,682
– – 0.04% 206
2022
Q4 		$283K Hold
9,682
– – 0.04% 211
2022
Q3 		$253K Sell
9,682
-285
-3% -$8.01K 0.04% 221
2022
Q2 		$281K Hold
9,967
– – 0.04% 215
2022
Q1 		$309K Sell
9,967
-46
-0.5% -$1.41K 0.04% 222
2021
Q4 		$312K Hold
10,013
– – 0.04% 218
2021
Q3 		$301K Hold
10,013
– – 0.04% 218
2021
Q2 		$305K Sell
10,013
-182
-2% -$5.6K 0.04% 206
2021
Q1 		$295K Hold
10,195
– – 0.05% 195
2020
Q4 		$295K Sell
10,195
-23,342
-70% -$624K 0.05% 200
2020
Q3 		$1.52M Sell
33,537
-63,509
-65% -$1.65M 0.27% 91
2020
Q2 		$2.48M Sell
97,046
-97,215
-50% -$2.39M 0.48% 66
2020
Q1 		$4.44M Sell
194,261
-16,905
-8% -$468K 0.98% 30
2019
Q4 		$6.4M Sell
211,166
-19,998
-9% -$593K 0.8% 23
2019
Q3 		$6.64M Sell
231,164
-73,758
-24% -$2.1M 1.13% 23
2019
Q2 		$8.85M Sell
304,922
-24,675
-7% -$713K 1.51% 14
2019
Q1 		$9.4K Sell
329,597
-64,362
-16% -$1.79M 1.54% 14
2018
Q4 		$10.2M Buy
393,959
+377,019
+2,226% +$10.4M 1.92% 9
2018
Q3 		$502K Buy
+16,940
New +$497K 0.08% 136

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Beacon Financial Group's DDWM Position: Q2 2026 in Review

Beacon Financial Group held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 9,689 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #264.

Beacon Financial Group first reported a position in DDWM in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.2M in Q4 2018. 19 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

  • Beacon Financial Group held 9,689 shares of WisdomTree Dynamic International Equity Fund worth $447K as of Q2 2026.
  • Beacon Financial Group left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Dynamic International Equity Fund made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #264 holding.
  • Beacon Financial Group first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and has held it in 32 quarters since.
  • Beacon Financial Group's WisdomTree Dynamic International Equity Fund position peaked at $10.2M in Q4 2018.
  • 19 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.