Beacon Financial Group
DDWM icon

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
Q3 		$440K Sell
9,644
-45
-0.5% -$2.11K 0.04% 268
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 		$9.4M 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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Beacon Financial Group's DDWM Position: Q3 2026 in Review

Beacon Financial Group reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 0.46% in Q3 2026, selling an estimated $2.11K and leaving 9,644 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #268.

Beacon Financial Group first reported a position in DDWM in Q3 2018 and has held it in 33 quarters since. The position peaked at $10.2M in Q4 2018. 41 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

  • Beacon Financial Group held 9,644 shares of WisdomTree Dynamic International Equity Fund worth $440K as of Q3 2026.
  • Beacon Financial Group sold 45 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $2.11K.
  • WisdomTree Dynamic International Equity Fund made up 0.04% of Beacon Financial Group's portfolio in Q3 2026, its #268 holding.
  • Beacon Financial Group first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and has held it in 33 quarters since.
  • Beacon Financial Group's WisdomTree Dynamic International Equity Fund position peaked at $10.2M in Q4 2018.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.