ACA
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Aptus Capital Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Aptus Capital 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 		$115K Hold
1,650
– – ﹤0.01% 1120
2025
Q4 		$113K Hold
1,650
– – ﹤0.01% 1146
2025
Q3 		$109K Hold
1,650
– – ﹤0.01% 1099
2025
Q2 		$105K Hold
1,650
– – ﹤0.01% 1060
2025
Q1 		$96K Hold
1,650
– – ﹤0.01% 1017
2024
Q4 		$87K Hold
1,650
– – ﹤0.01% 1033
2024
Q3 		$95K Hold
1,650
– – ﹤0.01% 856
2024
Q2 		$88.6K Hold
1,650
– – ﹤0.01% 830
2024
Q1 		$90.4K Hold
1,650
– – ﹤0.01% 833
2023
Q4 		$86.6K Buy
+1,650
New +$81.5K ﹤0.01% 626

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LI
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Bank of America
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VA
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UBS Group
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return