Arkadios Wealth Advisors’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Arkadios Wealth Advisors’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Sell	6,469 -342	-5%	-$11.6K	﹤0.01%	1578
2026 Q1	$229K	Buy	6,811 +20	+0.3%	+$678	﹤0.01%	1503
2025 Q4	$221K	Buy	6,791 +36	+0.5%	+$1.16K	﹤0.01%	1402
2025 Q3	$215K	Buy	6,755 +36	+0.5%	+$1.14K	0.01%	1331
2025 Q2	$211K	Buy	+6,719	New	+$206K	0.01%	1201
2022 Q1	–	Sell	-13,161	Closed	-$350K	–	576
2021 Q4	$350K	Sell	13,161 -4,371	-25%	-$115K	0.05%	405
2021 Q3	$453K	Sell	17,532 -3,501	-17%	-$93.3K	0.07%	314
2021 Q2	$549K	Sell	21,033 -33,703	-62%	-$882K	0.07%	306
2021 Q1	$1.39M	Buy	54,736 +3,845	+8%	+$96.6K	0.23%	115
2020 Q4	$1.26M	Buy	50,891 +50,392	+10,099%	+$1.22M	0.26%	101
2020 Q3	$12K	Sell	499 -244	-33%	-$5.84K	0.01%	710
2020 Q2	$17.6K	Sell	743 -1,182	-61%	-$26.5K	0.01%	563
2020 Q1	$40.4K	Sell	1,925 -408	-17%	-$9.87K	0.03%	369
2019 Q4	$61.3K	Buy	+2,333	New	+$58.9K	0.04%	290

Other funds holding DWMF

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Arkadios Wealth Advisors's DWMF Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree International Multifactor Fund (DWMF) stake by 5% in Q2 2026, selling an estimated $11.6K and leaving 6,469 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Arkadios Wealth Advisors first reported a position in DWMF in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.39M in Q1 2021. 25 funds tracked by Wall St. Rank hold DWMF as of Q2 2026.

Arkadios Wealth Advisors held 6,469 shares of WisdomTree International Multifactor Fund worth $220K as of Q2 2026.
Arkadios Wealth Advisors sold 342 WisdomTree International Multifactor Fund shares in Q2 2026, an estimated $11.6K.
WisdomTree International Multifactor Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1578 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree International Multifactor Fund in Q4 2019 and has held it in 14 quarters since.
Arkadios Wealth Advisors's WisdomTree International Multifactor Fund position peaked at $1.39M in Q1 2021.
25 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.