LANARK FINANCIAL, INC. DDWM — WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND

Ownership history in LANARK FINANCIAL, INC.  ·  12 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND (DDWM) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.31% in 2026 Q1. The latest visible filing shows DDWM at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DDWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DDWM was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DDWM stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held DDWM — position size vs. price
% of Fund (quarterly)    DDWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 97,440 +4,478 +4.8% 0.30% $4.5M 2026-07-21 $46.54
2026 Q1 ADDED — — — 92,962 +19,808 +27.1% 0.31% $4.1M 2026-04-14 $45.51
2025 Q4 ADDED — — — 73,154 +56,316 +334.5% 0.24% $3.2M 2026-01-29 $44.60
2025 Q3 REDUCED 17.8% +4.5% ❌ 16,838 -3,655 -17.8% 0.05% $704K 2025-11-14 (Est.) $41.47
2025 Q2 REDUCED — — — 20,493 -1,050 -4.9% 0.07% $812K 2025-08-14 (Est.) $40.30
2025 Q1 ADDED — — — 21,543 +21,519 +89662.5% 0.07% $792K 2025-04-09 $33.76
2024 Q4 REDUCED 99.9% +7.3% ❌ 24 -24,882 -99.9% 0.08% $846 2025-01-22 $33.58
2024 Q3 ADDED — — — 24,906 +6,762 +37.3% 0.07% $893K 2024-10-15 $33.52
2024 Q2 ADDED — — — 18,144 +535 +3.0% 0.06% $617K 2024-07-10 $32.97
2024 Q1 ADDED — — — 17,609 +6,734 +61.9% 0.06% $612K 2024-04-05 $31.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DDWM

As of 2026 Q2 — sorted by position size

Choice Wealth Advisors LLC 3Y 5.78% PARK NATIONAL CORP /OH/ 3Y 7Y 4.86% Impact Capital Partners LLC 3.05% Burns Matteson Capital Management, LLC 2.76% Hennion & Walsh Asset Management, Inc. 3Y 1.89% Oregon Pacific Wealth Management, LLC 0.71% TCFG Investment Advisors, LLC 0.52% HF Advisory Group, LLC 3Y 0.42% EVOLUTION WEALTH MANAGEMENT INC. 0.41% WORLD EQUITY GROUP, INC. 0.34%

FAQ About LANARK FINANCIAL, INC. and DDWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANARK FINANCIAL, INC. reported owning DDWM?

LANARK FINANCIAL, INC. reported DDWM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DDWM position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for DDWM was 0.31% in 2026 Q1.

What is the latest reported DDWM position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 97,440 shares, equal to 0.30% of portfolio, with an estimated market value of $4.5M.

What does the chart on this DDWM ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly DDWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANARK FINANCIAL, INC. time their DDWM position?

Based on 13F filing dates vs. subsequent DDWM price moves, LANARK FINANCIAL, INC. correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on DDWM relative to SPY over the holding period was -2.3%.

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