Allen Capital Group’s WisdomTree International Equity Fund DWM Stock Holding History

Allen Capital Group’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	$506K	Hold	6,868	–	–	0.04%	208
2026 Q2	$503K	Hold	6,868	–	–	0.04%	205
2026 Q1	$480K	Hold	6,868	–	–	0.04%	202
2025 Q4	$472K	Hold	6,868	–	–	0.04%	200
2025 Q3	$455K	Hold	6,868	–	–	0.04%	195
2025 Q2	$437K	Hold	6,868	–	–	0.04%	198
2025 Q1	$399K	Hold	6,868	–	–	0.05%	187
2024 Q4	$362K	Hold	6,868	–	–	0.04%	180
2024 Q3	$395K	Hold	6,868	–	–	0.05%	167
2024 Q2	$369K	Hold	6,868	–	–	0.05%	151
2024 Q1	$376K	Hold	6,868	–	–	0.05%	145
2023 Q4	$361K	Hold	6,868	–	–	0.06%	136
2023 Q3	$327K	Hold	6,868	–	–	0.06%	131
2023 Q2	$344K	Hold	6,868	–	–	0.06%	139
2023 Q1	$342K	Buy	+6,868	New	+$340K	0.06%	137
2022 Q4	–	Sell	-6,868	Closed	-$276K	–	65
2022 Q3	$276K	Hold	6,868	–	–	0.06%	137
2022 Q2	$312K	Hold	6,868	–	–	0.06%	129
2022 Q1	$362K	Hold	6,868	–	–	0.07%	129
2021 Q4	$371K	Hold	6,868	–	–	0.05%	131
2021 Q3	$363K	Hold	6,868	–	–	0.07%	119
2021 Q2	$374K	Hold	6,868	–	–	0.08%	117
2021 Q1	$361K	Hold	6,868	–	–	0.08%	120
2020 Q4	$348K	Hold	6,868	–	–	0.08%	113
2020 Q3	$318K	Hold	6,868	–	–	0.08%	112
2020 Q2	$304K	Hold	6,868	–	–	0.08%	108
2020 Q1	$271K	Buy	+6,868	New	+$330K	0.08%	110

Other funds holding DWM

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

Smallwood Wealth Investment Management Red Bank, New Jersey $237M AUM 18.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $537M AUM 32.27% 1-Year Est. Return

Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

Allen Capital Group's DWM Position: Q3 2026 in Review

Allen Capital Group held its WisdomTree International Equity Fund (DWM) position steady in Q3 2026 at 6,868 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #208.

Allen Capital Group first reported a position in DWM in Q1 2020 and has held it in 26 quarters since. 46 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

Allen Capital Group held 6,868 shares of WisdomTree International Equity Fund worth $506K as of Q3 2026.
Allen Capital Group left its WisdomTree International Equity Fund share count unchanged in Q3 2026.
WisdomTree International Equity Fund made up 0.04% of Allen Capital Group's portfolio in Q3 2026, its #208 holding.
Allen Capital Group first reported a position in WisdomTree International Equity Fund in Q1 2020 and has held it in 26 quarters since.
46 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.