Allworth Financial’s WisdomTree International Equity Fund DWM Stock Holding History

Allworth Financial’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	$57.9K	Buy	828 +35	+4%	+$2.51K	﹤0.01%	2209
2025 Q4	$54.5K	Hold	793	–	–	﹤0.01%	2134
2025 Q3	$52.5K	Hold	793	–	–	﹤0.01%	2068
2025 Q2	$50.4K	Buy	+793	New	+$48.1K	﹤0.01%	1936
2023 Q3	–	Sell	-573	Closed	-$28.7K	–	3465
2023 Q2	$28.7K	Buy	573 +12	+2%	+$606	﹤0.01%	1347
2023 Q1	$27.9K	Buy	561 +5	+0.9%	+$248	﹤0.01%	1287
2022 Q4	$26.2K	Buy	556 +3	+0.5%	+$134	﹤0.01%	1243
2022 Q3	$22K	Buy	553 +5	+0.9%	+$224	﹤0.01%	1256
2022 Q2	$25K	Buy	548 +13	+2%	+$646	﹤0.01%	1143
2022 Q1	$28K	Buy	+535	New	+$28.5K	﹤0.01%	1104

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

Allworth Financial's DWM Position: Q1 2026 in Review

Allworth Financial increased its WisdomTree International Equity Fund (DWM) stake by 4.4% in Q1 2026, buying an estimated $2.51K and bringing the position to 828 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Allworth Financial first reported a position in DWM in Q1 2022 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Allworth Financial held 828 shares of WisdomTree International Equity Fund worth $57.9K as of Q1 2026.
Allworth Financial bought 35 WisdomTree International Equity Fund shares in Q1 2026, an estimated $2.51K.
WisdomTree International Equity Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2209 holding.
Allworth Financial first reported a position in WisdomTree International Equity Fund in Q1 2022 and has held it in 10 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.