Ameriprise
DWM icon

Ameriprise’s WisdomTree International Equity Fund DWM Stock Holding History

Ameriprise’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 		$6.21M Buy
88,851
+7,987
+10% +$573K ﹤0.01% 2297
2025
Q4 		$5.56M Buy
80,864
+76,933
+1,957% +$5.17M ﹤0.01% 2355
2025
Q3 		$260K Buy
3,931
+189
+5% +$12.3K ﹤0.01% 3836
2025
Q2 		$238K Buy
+3,742
New +$227K ﹤0.01% 3770
2022
Q1 		– Sell
-27,286
Closed -$1.48M – 3962
2021
Q4 		$1.48M Sell
27,286
-61,630
-69% -$3.3M ﹤0.01% 3080
2021
Q3 		$4.69M Buy
88,916
+70,244
+376% +$3.87M ﹤0.01% 2433
2021
Q2 		$1.02M Buy
+18,672
New +$1.03M ﹤0.01% 3218
2021
Q1 		– Sell
-4,100
Closed -$209K – 3848
2020
Q4 		$209K Buy
+4,100
New +$197K ﹤0.01% 3611
2020
Q2 		– Sell
-6,461
Closed -$255K – 3692
2020
Q1 		$255K Sell
6,461
-1,340
-17% -$64.5K ﹤0.01% 3367
2019
Q4 		$417K Buy
7,801
+138
+2% +$7.12K ﹤0.01% 3392
2019
Q3 		$381K Sell
7,663
-2,132
-22% -$106K ﹤0.01% 3381
2019
Q2 		$505K Buy
9,795
+89
+0.9% +$4.53K ﹤0.01% 3335
2019
Q1 		$491K Sell
9,706
-1,529
-14% -$76K ﹤0.01% 3299
2018
Q4 		$524K Sell
11,235
-537
-5% -$26.4K ﹤0.01% 3172
2018
Q3 		$626K Buy
11,772
+2,709
+30% +$144K ﹤0.01% 3222
2018
Q2 		$473K Sell
9,063
-3,888
-30% -$215K ﹤0.01% 3270
2018
Q1 		$710K Sell
12,951
-2,545
-16% -$143K ﹤0.01% 3106
2017
Q4 		$864K Sell
15,496
-27,477
-64% -$1.51M ﹤0.01% 3040
2017
Q3 		$2.34M Buy
42,973
+28,280
+192% +$1.51M ﹤0.01% 2531
2017
Q2 		$763K Buy
14,693
+280
+2% +$14.4K ﹤0.01% 3066
2017
Q1 		$717K Buy
14,413
+3,940
+38% +$191K ﹤0.01% 3048
2016
Q4 		$486K Sell
10,473
-1,072
-9% -$49.4K ﹤0.01% 3290
2016
Q3 		$543K Buy
11,545
+3,424
+42% +$159K ﹤0.01% 3166
2016
Q2 		$363K Buy
+8,121
New +$373K ﹤0.01% 3298

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

Ameriprise's DWM Position: Q1 2026 in Review

Ameriprise increased its WisdomTree International Equity Fund (DWM) stake by 9.9% in Q1 2026, buying an estimated $573K and bringing the position to 88,851 shares worth $6.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Ameriprise first reported a position in DWM in Q2 2016 and has held it in 24 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Ameriprise held 88,851 shares of WisdomTree International Equity Fund worth $6.21M as of Q1 2026.
  • Ameriprise bought 7,987 WisdomTree International Equity Fund shares in Q1 2026, an estimated $573K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2297 holding.
  • Ameriprise first reported a position in WisdomTree International Equity Fund in Q2 2016 and has held it in 24 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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