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 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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

4Wealth Advisors's DWM Position: Q2 2026 in Review

4Wealth Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 0.36% in Q2 2026, selling an estimated $807 and leaving 3,069 shares worth $223K. The position accounts for 0.17% of the portfolio, ranked #140.

4Wealth Advisors first reported a position in DWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q4 2025. 53 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

4Wealth Advisors held 3,069 shares of WisdomTree International Equity Fund worth $223K as of Q2 2026.
4Wealth Advisors sold 11 WisdomTree International Equity Fund shares in Q2 2026, an estimated $807.
WisdomTree International Equity Fund made up 0.17% of 4Wealth Advisors's portfolio in Q2 2026, its #140 holding.
4Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 5 quarters since.
4Wealth Advisors's WisdomTree International Equity Fund position peaked at $231K in Q4 2025.
53 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.