Ancora Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Ancora Advisors’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	$69.9K	Hold	1,000	–	–	﹤0.01%	1020
2025 Q4	$68.8K	Hold	1,000	–	–	﹤0.01%	1037
2025 Q3	$66.2K	Hold	1,000	–	–	﹤0.01%	968
2025 Q2	$63.6K	Hold	1,000	–	–	﹤0.01%	973
2025 Q1	$58.2K	Hold	1,000	–	–	﹤0.01%	982
2024 Q4	$52.7K	Hold	1,000	–	–	﹤0.01%	987
2024 Q3	$57.6K	Sell	1,000 -65	-6%	-$3.62K	﹤0.01%	956
2024 Q2	$57.2K	Hold	1,065	–	–	﹤0.01%	917
2024 Q1	$58.4K	Hold	1,065	–	–	﹤0.01%	925
2023 Q4	$55.9K	Hold	1,065	–	–	﹤0.01%	918
2023 Q3	$51.5K	Hold	1,065	–	–	﹤0.01%	910
2023 Q2	$53.3K	Hold	1,065	–	–	﹤0.01%	893
2023 Q1	$53K	Hold	1,065	–	–	﹤0.01%	897
2022 Q4	$50K	Hold	1,065	–	–	﹤0.01%	966
2022 Q3	$43K	Hold	1,065	–	–	﹤0.01%	1130
2022 Q2	$48K	Hold	1,065	–	–	﹤0.01%	1188
2022 Q1	$56K	Hold	1,065	–	–	﹤0.01%	1199
2021 Q4	$58K	Hold	1,065	–	–	﹤0.01%	1196
2021 Q3	$56K	Hold	1,065	–	–	﹤0.01%	1151
2021 Q2	$58K	Hold	1,065	–	–	﹤0.01%	1047
2021 Q1	$56K	Hold	1,065	–	–	﹤0.01%	1021
2020 Q4	$54K	Hold	1,065	–	–	﹤0.01%	862
2020 Q3	$48K	Hold	1,065	–	–	﹤0.01%	867
2020 Q2	$47K	Sell	1,065 -247	-19%	-$10.5K	﹤0.01%	832
2020 Q1	$52K	Hold	1,312	–	–	﹤0.01%	874
2019 Q4	$70K	Buy	+1,312	New	+$67.7K	﹤0.01%	832
2018 Q4	–	Sell	-1,312	Closed	-$70K	–	758
2018 Q3	$70K	Buy	+1,312	New	+$69.7K	﹤0.01%	829
2017 Q1	–	Sell	-1,824	Closed	-$85K	–	724
2016 Q4	$85K	Buy	+1,824	New	+$84.1K	0.01%	686

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

Ancora Advisors's DWM Position: Q1 2026 in Review

Ancora Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 1,000 shares worth $69.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Ancora Advisors first reported a position in DWM in Q4 2016 and has held it in 28 quarters since. The position peaked at $85K in Q4 2016. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Ancora Advisors held 1,000 shares of WisdomTree International Equity Fund worth $69.9K as of Q1 2026.
Ancora Advisors left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1020 holding.
Ancora Advisors first reported a position in WisdomTree International Equity Fund in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's WisdomTree International Equity Fund position peaked at $85K in Q4 2016.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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