Vericrest Private Wealth
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Vericrest Private Wealth’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Vericrest Private Wealth’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 		$4.26M Buy
93,351
+4,038
+5% +$189K 3.8% 9
2026
Q2 		$4.12M Buy
89,313
+5,776
+7% +$266K 3.67% 11
2026
Q1 		$3.68M Buy
83,537
+10,162
+14% +$460K 3.31% 11
2025
Q4 		$3.19M Buy
+73,375
New +$3.11M 2.84% 12

Other funds holding DDWM

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Vericrest Private Wealth's DDWM Position: Q3 2026 in Review

Vericrest Private Wealth increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 4.5% in Q3 2026, buying an estimated $189K and bringing the position to 93,351 shares worth $4.26M. The position accounts for 3.8% of the portfolio, ranked #9.

Vericrest Private Wealth first reported a position in DDWM in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

  • Vericrest Private Wealth held 93,351 shares of WisdomTree Dynamic International Equity Fund worth $4.26M as of Q3 2026.
  • Vericrest Private Wealth bought 4,038 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $189K.
  • WisdomTree Dynamic International Equity Fund made up 3.8% of Vericrest Private Wealth's portfolio in Q3 2026, its #9 holding.
  • Vericrest Private Wealth first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.