AWM
DWM icon

AE Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

AE Wealth Management’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 		$61.3K Buy
877
+449
+105% +$32.2K ﹤0.01% 1917
2025
Q4 		$29.4K Hold
428
– – ﹤0.01% 1946
2025
Q3 		$28.3K Hold
428
– – ﹤0.01% 1829
2025
Q2 		$27.2K Buy
428
+250
+140% +$15.2K ﹤0.01% 1706
2025
Q1 		$10.4K Hold
178
– – ﹤0.01% 1851
2024
Q4 		$9.38K Buy
+178
New +$9.77K ﹤0.01% 1853
2024
Q1 		– Sell
-59,269
Closed -$3.09M – 1366
2023
Q4 		$3.09M Sell
59,269
-15,779
-21% -$779K 0.02% 757
2023
Q3 		$3.63M Sell
75,048
-2,103
-3% -$105K 0.02% 639
2023
Q2 		$3.86M Sell
77,151
-5,040
-6% -$255K 0.02% 620
2023
Q1 		$4.09M Sell
82,191
-593
-0.7% -$29.4K 0.03% 558
2022
Q4 		$3.89M Sell
82,784
-13,636
-14% -$609K 0.03% 542
2022
Q3 		$3.87M Buy
96,420
+6,726
+7% +$301K 0.03% 485
2022
Q2 		$4.08M Sell
89,694
-10,272
-10% -$510K 0.03% 444
2022
Q1 		$5.27M Buy
99,966
+26,642
+36% +$1.42M 0.04% 425
2021
Q4 		$3.96M Buy
+73,324
New +$3.93M 0.03% 484

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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

AE Wealth Management's DWM Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree International Equity Fund (DWM) stake by 105% in Q1 2026, buying an estimated $32.2K and bringing the position to 877 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

AE Wealth Management first reported a position in DWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.27M in Q1 2022. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • AE Wealth Management held 877 shares of WisdomTree International Equity Fund worth $61.3K as of Q1 2026.
  • AE Wealth Management bought 449 WisdomTree International Equity Fund shares in Q1 2026, an estimated $32.2K.
  • WisdomTree International Equity Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1917 holding.
  • AE Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 15 quarters since.
  • AE Wealth Management's WisdomTree International Equity Fund position peaked at $5.27M in Q1 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.