WCG Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

WCG Wealth Advisors’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	$695K	Sell	15,046 -429	-3%	-$19.7K	0.02%	462
2026 Q1	$683K	Buy	15,475 +5,173	+50%	+$234K	0.02%	424
2025 Q4	$449K	Buy	10,302 +36	+0.4%	+$1.53K	0.01%	457
2025 Q3	$429K	Buy	10,266 +142	+1%	+$5.8K	0.03%	305
2025 Q2	$402K	Buy	10,124 +111	+1%	+$4.23K	0.03%	313
2025 Q1	$368K	Buy	+10,013	New	+$362K	0.03%	259

Other funds holding DDWM

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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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 $3.42B AUM 25.82% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

WCG Wealth Advisors's DDWM Position: Q2 2026 in Review

WCG Wealth Advisors reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.8% in Q2 2026, selling an estimated $19.7K and leaving 15,046 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #462.

WCG Wealth Advisors first reported a position in DDWM in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

WCG Wealth Advisors held 15,046 shares of WisdomTree Dynamic International Equity Fund worth $695K as of Q2 2026.
WCG Wealth Advisors sold 429 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $19.7K.
WisdomTree Dynamic International Equity Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #462 holding.
WCG Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.