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American Trust’s WisdomTree International Equity Fund DWM Stock Holding History

American Trust’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 		$222K Buy
3,174
+37
+1% +$2.65K 0.02% 289
2025
Q4 		$216K Buy
3,137
+58
+2% +$3.89K 0.02% 302
2025
Q3 		$204K Buy
+3,079
New +$200K 0.02% 316

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

American Trust's DWM Position: Q1 2026 in Review

American Trust increased its WisdomTree International Equity Fund (DWM) stake by 1.2% in Q1 2026, buying an estimated $2.65K and bringing the position to 3,174 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #289.

American Trust first reported a position in DWM in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • American Trust held 3,174 shares of WisdomTree International Equity Fund worth $222K as of Q1 2026.
  • American Trust bought 37 WisdomTree International Equity Fund shares in Q1 2026, an estimated $2.65K.
  • WisdomTree International Equity Fund made up 0.02% of American Trust's portfolio in Q1 2026, its #289 holding.
  • American Trust first reported a position in WisdomTree International Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.