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

Trilogy Capital’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	$4.63M	Buy	100,250 +37,910	+61%	+$1.74M	0.18%	94
2026 Q1	$2.75M	Buy	62,340 +25,048	+67%	+$1.13M	0.12%	134
2025 Q4	$1.62M	Buy	37,292 +28,483	+323%	+$1.21M	0.07%	159
2025 Q3	$368K	Buy	+8,809	New	+$360K	0.02%	283

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Trilogy Capital's DDWM Position: Q2 2026 in Review

Trilogy Capital increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 61% in Q2 2026, buying an estimated $1.74M and bringing the position to 100,250 shares worth $4.63M. The position accounts for 0.18% of the portfolio, ranked #94.

Trilogy Capital first reported a position in DDWM in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Trilogy Capital held 100,250 shares of WisdomTree Dynamic International Equity Fund worth $4.63M as of Q2 2026.
Trilogy Capital bought 37,910 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $1.74M.
WisdomTree Dynamic International Equity Fund made up 0.18% of Trilogy Capital's portfolio in Q2 2026, its #94 holding.
Trilogy Capital first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.