Impact Capital Partners’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Impact Capital Partners’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	$11.2M	Buy	242,152 +11,384	+5%	+$524K	3.05%	5
2026 Q1	$10.2M	Buy	230,768 +30,605	+15%	+$1.38M	3.08%	4
2025 Q4	$8.72M	Buy	200,163 +2,156	+1%	+$91.5K	2.58%	5
2025 Q3	$8.28M	Buy	198,007 +85,941	+77%	+$3.51M	2.49%	5
2025 Q2	$4.44M	Buy	112,066 +1,474	+1%	+$56.2K	1.46%	12
2025 Q1	$4.07M	Buy	110,592 +8,486	+8%	+$307K	1.47%	11
2024 Q4	$3.51M	Buy	+102,106	New	+$3.55M	1.25%	14

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

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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

Impact Capital Partners's DDWM Position: Q2 2026 in Review

Impact Capital Partners increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.9% in Q2 2026, buying an estimated $524K and bringing the position to 242,152 shares worth $11.2M. The position accounts for 3.05% of the portfolio, ranked #5.

Impact Capital Partners first reported a position in DDWM in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Impact Capital Partners held 242,152 shares of WisdomTree Dynamic International Equity Fund worth $11.2M as of Q2 2026.
Impact Capital Partners bought 11,384 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $524K.
WisdomTree Dynamic International Equity Fund made up 3.05% of Impact Capital Partners's portfolio in Q2 2026, its #5 holding.
Impact Capital Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.