Arlington Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Arlington Financial 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	$336K	Sell	4,587 -300	-6%	-$22K	0.04%	80
2026 Q1	$342K	Hold	4,887	–	–	0.05%	74
2025 Q4	$336K	Hold	4,887	–	–	0.05%	81
2025 Q3	$324K	Hold	4,887	–	–	0.05%	90
2025 Q2	$311K	Hold	4,887	–	–	0.05%	73
2025 Q1	$284K	Hold	4,887	–	–	0.05%	92
2024 Q4	$258K	Buy	+4,887	New	+$268K	0.05%	82

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

Arlington Financial Advisors's DWM Position: Q2 2026 in Review

Arlington Financial Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 6.1% in Q2 2026, selling an estimated $22K and leaving 4,587 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #80.

Arlington Financial Advisors first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Arlington Financial Advisors held 4,587 shares of WisdomTree International Equity Fund worth $336K as of Q2 2026.
Arlington Financial Advisors sold 300 WisdomTree International Equity Fund shares in Q2 2026, an estimated $22K.
WisdomTree International Equity Fund made up 0.04% of Arlington Financial Advisors's portfolio in Q2 2026, its #80 holding.
Arlington Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Arlington Financial Advisors's WisdomTree International Equity Fund position peaked at $342K in Q1 2026.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.