Beacon Pointe Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Beacon Pointe 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	$615K	Buy	+8,800	New	+$631K	﹤0.01%	1203

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Beacon Pointe Advisors's DWM Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 8,800 shares worth $615K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings.

131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Beacon Pointe Advisors held 8,800 shares of WisdomTree International Equity Fund worth $615K as of Q1 2026.
WisdomTree International Equity Fund was a new Beacon Pointe Advisors position in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1203 holding.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.