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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
Q2 		– Sell
-3,174
Closed -$222K – 343
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Trust's DWM Position: Q2 2026 in Review

American Trust sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 3,174 shares — an estimated $222K sold.

American Trust first reported a position in DWM in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • American Trust reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
  • American Trust sold 3,174 WisdomTree International Equity Fund shares in Q2 2026, an estimated $222K.
  • American Trust first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 3 quarters.
  • American Trust's WisdomTree International Equity Fund position peaked at $222K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.