World Equity Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

World Equity Group’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	$539K	Sell	11,817 -21,497	-65%	-$1.01M	0.22%	95
2026 Q2	$1.54M	Buy	33,314 +1,786	+6%	+$82.2K	0.34%	59
2026 Q1	$1.39M	Buy	31,528 +1,262	+4%	+$57.1K	0.36%	57
2025 Q4	$1.32M	Buy	30,266 +1,627	+6%	+$69K	0.37%	59
2025 Q3	$1.2M	Buy	28,639 +14,849	+108%	+$607K	0.27%	81
2025 Q2	$547K	Buy	13,790 +2,363	+21%	+$90.1K	0.15%	149
2025 Q1	$420K	Buy	+11,427	New	+$413K	0.12%	174
2024 Q4	–	Sell	-7,349	Closed	-$264K	–	366
2024 Q3	$264K	Buy	7,349 +708	+11%	+$24.8K	0.1%	205
2024 Q2	$226K	Buy	+6,641	New	+$228K	0.07%	242

Other funds holding DDWM

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

World Equity Group's DDWM Position: Q3 2026 in Review

World Equity Group reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 65% in Q3 2026, selling an estimated $1.01M and leaving 11,817 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #95.

World Equity Group first reported a position in DDWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q2 2026. 30 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

World Equity Group held 11,817 shares of WisdomTree Dynamic International Equity Fund worth $539K as of Q3 2026.
World Equity Group sold 21,497 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $1.01M.
WisdomTree Dynamic International Equity Fund made up 0.22% of World Equity Group's portfolio in Q3 2026, its #95 holding.
World Equity Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2024 and has held it in 9 quarters since.
World Equity Group's WisdomTree Dynamic International Equity Fund position peaked at $1.54M in Q2 2026.
30 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.