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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 145 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.
145 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.