TCFG Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

TCFG Wealth Management’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 Q1	$1.48M	Buy	33,303 +4,177	+14%	+$189K	0.55%	42
2025 Q4	$1.31M	Sell	29,126 -4,242	-13%	-$180K	0.51%	44
2025 Q3	$1.4M	Buy	33,368 +1,147	+4%	+$46.9K	0.55%	43
2025 Q2	$1.28M	Buy	+32,221	New	+$1.23M	0.58%	38

Other funds holding DDWM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TCFG Wealth Management's DDWM Position: Q1 2026 in Review

TCFG Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 14% in Q1 2026, buying an estimated $189K and bringing the position to 33,303 shares worth $1.48M. The position accounts for 0.55% of the portfolio, ranked #42.

TCFG Wealth Management first reported a position in DDWM in Q2 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

TCFG Wealth Management held 33,303 shares of WisdomTree Dynamic International Equity Fund worth $1.48M as of Q1 2026.
TCFG Wealth Management bought 4,177 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $189K.
WisdomTree Dynamic International Equity Fund made up 0.55% of TCFG Wealth Management's portfolio in Q1 2026, its #42 holding.
TCFG Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.