TCFG WEALTH MANAGEMENT, LLC DDWM β€” WISDOMTREE TR

Ownership history in TCFG WEALTH MANAGEMENT, LLC  Β·  4 quarters on record

AI Ownership Summary

TCFG WEALTH MANAGEMENT, LLC reported WISDOMTREE TR (DDWM) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.58% in 2025 Q2. The latest visible filing shows DDWM at 0.55% 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.

What this DDWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TCFG WEALTH MANAGEMENT, LLC's position in WISDOMTREE TR, 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 Q1

DDWM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 TCFG WEALTH MANAGEMENT, LLC fund profile TCFG WEALTH MANAGEMENT, LLC full holdings
How TCFG WEALTH MANAGEMENT, LLC held DDWM β€” position size vs. price
% of Fund (quarterly)    DDWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 33,303 +4,177 +14.3% 0.55% $1.5M 2026-04-24 $45.38
2025 Q4 REDUCED 97.6% +1.6% ❌ 29,126 -1,196,660 -97.6% 0.51% $1.3M 2026-02-13 $46.46
2025 Q3 ADDED β€” β€” β€” 1,225,786 +1,193,565 +3704.3% 0.09% $206K 2025-11-18 $41.31
2025 Q2 INITIATED β€” β€” β€” 32,221 β€” β€” 0.58% $1.3M 2025-07-23 $40.40

🏒 Other funds also holding DDWM

As of 2026 Q1 β€” sorted by position size

Choice Wealth Advisors LLC 3Y 5.83% PARK NATIONAL CORP /OH/ 3Y 7Y 4.94% Impact Capital Partners LLC 3.08% Horizon Wealth Management, LLC 3Y 2.88% FFG RETIREMENT ADVISORS LLC 2.54% COLUMBIA ADVISORY PARTNERS LLC 3Y 2.3% Capital Asset Advisory Services LLC 3Y 7Y 2.11% Stratos Investment Management, LLC 3Y 1.05% Oregon Pacific Wealth Management, LLC 0.79% Portland Financial Advisors Inc 0.61%

FAQ About TCFG WEALTH MANAGEMENT, LLC and DDWM

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

How long has TCFG WEALTH MANAGEMENT, LLC reported owning DDWM?

TCFG WEALTH MANAGEMENT, LLC reported DDWM across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DDWM position in TCFG WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for DDWM was 0.58% in 2025 Q2.

What is the latest reported DDWM position on this page?

The most recent filing on this page is 2026 Q1, when TCFG WEALTH MANAGEMENT, LLC reported 33,303 shares, equal to 0.55% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DDWM ownership page compare?

The chart compares TCFG WEALTH MANAGEMENT, LLC'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 TCFG WEALTH MANAGEMENT, LLC time their DDWM position?

Based on 13F filing dates vs. subsequent DDWM price moves, TCFG WEALTH MANAGEMENT, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DDWM relative to SPY over the holding period was -1.4%.

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