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 Q3	$11.2M	Buy	245,233 +3,081	+1%	+$144K	3.07%	4
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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Impact Capital Partners's DDWM Position: Q3 2026 in Review

Impact Capital Partners increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 1.3% in Q3 2026, buying an estimated $144K and bringing the position to 245,233 shares worth $11.2M. The position accounts for 3.07% of the portfolio, ranked #4.

Impact Capital Partners first reported a position in DDWM in Q4 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Impact Capital Partners held 245,233 shares of WisdomTree Dynamic International Equity Fund worth $11.2M as of Q3 2026.
Impact Capital Partners bought 3,081 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $144K.
WisdomTree Dynamic International Equity Fund made up 3.07% of Impact Capital Partners's portfolio in Q3 2026, its #4 holding.
Impact Capital Partners first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.