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 Q2	$121K	Hold	1,650	–	–	﹤0.01%	1224
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

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's DWM Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 1,650 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Aptus Capital Advisors first reported a position in DWM in Q4 2023 and has held it in 11 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Aptus Capital Advisors held 1,650 shares of WisdomTree International Equity Fund worth $121K as of Q2 2026.
Aptus Capital Advisors left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1224 holding.
Aptus Capital Advisors first reported a position in WisdomTree International Equity Fund in Q4 2023 and has held it in 11 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.