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 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

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

WCG Wealth Advisors's DDWM Position: Q1 2026 in Review

WCG Wealth Advisors increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 50% in Q1 2026, buying an estimated $234K and bringing the position to 15,475 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #424.

WCG Wealth Advisors first reported a position in DDWM in Q1 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

WCG Wealth Advisors held 15,475 shares of WisdomTree Dynamic International Equity Fund worth $683K as of Q1 2026.
WCG Wealth Advisors bought 5,173 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $234K.
WisdomTree Dynamic International Equity Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #424 holding.
WCG Wealth Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.