4Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

4Wealth Advisors’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$221K	Sell	3,000 -69	-2%	-$5.18K	0.15%	126
2026 Q2	$223K	Sell	3,069 -11	-0.4%	-$807	0.17%	140
2026 Q1	$209K	Sell	3,080 -274	-8%	-$19.7K	0.18%	133
2025 Q4	$231K	Buy	3,354 +1	+0%	+$67	0.2%	130
2025 Q3	$222K	Sell	3,353 -91	-3%	-$5.92K	0.2%	125
2025 Q2	$219K	Buy	+3,444	New	+$209K	0.22%	121

Other funds holding DWM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

4Wealth Advisors's DWM Position: Q3 2026 in Review

4Wealth Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 2.2% in Q3 2026, selling an estimated $5.18K and leaving 3,000 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #126.

4Wealth Advisors first reported a position in DWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $231K in Q4 2025. 100 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

4Wealth Advisors held 3,000 shares of WisdomTree International Equity Fund worth $221K as of Q3 2026.
4Wealth Advisors sold 69 WisdomTree International Equity Fund shares in Q3 2026, an estimated $5.18K.
WisdomTree International Equity Fund made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #126 holding.
4Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 6 quarters since.
4Wealth Advisors's WisdomTree International Equity Fund position peaked at $231K in Q4 2025.
100 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.