Beacon Capital Management LLC (Tennessee)’s WisdomTree International Equity Fund DWM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-395	Closed	-$25.1K	–	360
2025 Q2	$25.1K	Buy	395 +7	+2%	+$425	﹤0.01%	467
2025 Q1	$22.6K	Buy	388 +1	+0.3%	+$56	﹤0.01%	454
2024 Q4	$20.4K	Buy	387 +3	+0.8%	+$165	﹤0.01%	471
2024 Q3	$22.1K	Hold	384	–	–	﹤0.01%	474
2024 Q2	$20.6K	Hold	384	–	–	﹤0.01%	443
2024 Q1	$21K	Hold	384	–	–	﹤0.01%	442
2023 Q4	$18.6K	Hold	384	–	–	0.01%	396
2023 Q3	$19.2K	Hold	384	–	–	0.01%	412
2023 Q2	$19.2K	Hold	384	–	–	0.01%	412
2023 Q1	$19.1K	Hold	384	–	–	0.01%	369
2022 Q4	$18.1K	Hold	384	–	–	0.01%	397
2022 Q3	$17K	Hold	384	–	–	0.01%	376
2022 Q2	$20K	Hold	384	–	–	0.01%	394
2022 Q1	$20K	Buy	+384	New	+$20.4K	﹤0.01%	394

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DWM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree International Equity Fund (DWM) in Q3 2025, closing a stake of 395 shares — an estimated $25.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DWM in Q1 2022 and held it in 14 quarters. The position peaked at $25.1K in Q2 2025. 127 funds tracked by Wall St. Rank hold DWM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree International Equity Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 395 WisdomTree International Equity Fund shares in Q3 2025, an estimated $25.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree International Equity Fund position peaked at $25.1K in Q2 2025.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.