Advisory Services Network’s WisdomTree International Equity Fund DWM Stock Holding History

Advisory Services Network’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 Q1	$66.4K	Buy	+950	New	+$68.2K	﹤0.01%	2453
2025 Q4	–	Sell	-1,200	Closed	-$79.5K	–	2472
2025 Q3	$79.5K	Buy	+1,200	New	+$78.1K	﹤0.01%	2194
2024 Q1	–	Sell	-3,571	Closed	-$188K	–	2029
2023 Q4	$188K	Sell	3,571 -1,822	-34%	-$90K	﹤0.01%	1319
2023 Q3	$261K	Sell	5,393 -5,657	-51%	-$283K	0.01%	1197
2023 Q2	$553K	Buy	11,050 +1,532	+16%	+$77.4K	0.01%	863
2023 Q1	$473K	Sell	9,518 -120	-1%	-$5.95K	0.01%	932
2022 Q4	$453K	Buy	9,638 +278	+3%	+$12.4K	0.01%	905
2022 Q3	$376K	Sell	9,360 -215	-2%	-$9.63K	0.01%	939
2022 Q2	$435K	Sell	9,575 -779	-8%	-$38.7K	0.01%	900
2022 Q1	$546K	Sell	10,354 -100	-1%	-$5.32K	0.02%	873
2021 Q4	$565K	Sell	10,454 -325	-3%	-$17.4K	0.02%	839
2021 Q3	$570K	Buy	10,779 +1,250	+13%	+$68.9K	0.02%	818
2021 Q2	$519K	Buy	9,529 +578	+6%	+$31.8K	0.02%	863
2021 Q1	$471K	Sell	8,951 -7,651	-46%	-$399K	0.02%	863
2020 Q4	$841K	Sell	16,602 -4,808	-22%	-$230K	0.03%	547
2020 Q3	$974K	Sell	21,410 -3,036	-12%	-$140K	0.05%	423
2020 Q2	$1.08M	Buy	24,446 +6,326	+35%	+$268K	0.06%	367
2020 Q1	$716K	Buy	+18,120	New	+$872K	0.05%	426
2019 Q4	–	Sell	-210	Closed	-$11K	–	3121
2019 Q3	$11K	Hold	210	–	–	﹤0.01%	2105
2019 Q2	$11K	Hold	210	–	–	﹤0.01%	2103
2019 Q1	$11K	Hold	210	–	–	﹤0.01%	1810
2018 Q4	$10K	Hold	210	–	–	﹤0.01%	1753
2018 Q3	$11K	Hold	210	–	–	﹤0.01%	1774
2018 Q2	$11K	Sell	210 -507	-71%	-$28K	﹤0.01%	1749
2018 Q1	$39K	Hold	717	–	–	﹤0.01%	1414
2017 Q4	$40K	Hold	717	–	–	﹤0.01%	1374
2017 Q3	$39K	Hold	717	–	–	﹤0.01%	1194
2017 Q2	$37K	Hold	717	–	–	﹤0.01%	1146
2017 Q1	$36K	Buy	+717	New	+$34.8K	0.01%	1079
2016 Q3	$34K	Hold	717	–	–	0.01%	976
2016 Q2	$32K	Hold	717	–	–	0.01%	904
2016 Q1	$33K	Buy	+717	New	+$31.6K	0.01%	774

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advisory Services Network's DWM Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 950 shares worth $66.4K. The stake represents ﹤0.01% of the portfolio and ranks #2453 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DWM as recently as Q3 2025.

Advisory Services Network first reported a position in DWM in Q1 2016 and has held it in 32 quarters since. The position peaked at $1.08M in Q2 2020. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Advisory Services Network held 950 shares of WisdomTree International Equity Fund worth $66.4K as of Q1 2026.
WisdomTree International Equity Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2453 holding.
Advisory Services Network first reported a position in WisdomTree International Equity Fund in Q1 2016 and has held it in 32 quarters since.
Advisory Services Network's WisdomTree International Equity Fund position peaked at $1.08M in Q2 2020.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.