Bogart Wealth LLC’s WisdomTree International Equity Fund DWM Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-133	Closed	-$8.8K	–	1609
2025 Q3	$8.8K	Hold	133	–	–	﹤0.01%	855
2025 Q2	$8.45K	Hold	133	–	–	﹤0.01%	826
2025 Q1	$7.73K	Hold	133	–	–	﹤0.01%	814
2024 Q4	$7K	Hold	133	–	–	﹤0.01%	812
2024 Q3	$7.65K	Hold	133	–	–	﹤0.01%	748
2024 Q2	$7.14K	Hold	133	–	–	﹤0.01%	716
2024 Q1	$7.28K	Hold	133	–	–	﹤0.01%	694
2023 Q4	$6.98K	Hold	133	–	–	﹤0.01%	683
2023 Q3	$6.43K	Hold	133	–	–	﹤0.01%	670
2023 Q2	$6.65K	Hold	133	–	–	﹤0.01%	650
2023 Q1	$6.61K	Hold	133	–	–	﹤0.01%	663
2022 Q4	$6.25K	Hold	133	–	–	﹤0.01%	626
2022 Q3	$5K	Hold	133	–	–	﹤0.01%	680
2022 Q2	$6K	Buy	133 +1	+0.8%	+$50	﹤0.01%	609
2022 Q1	$7K	Sell	132 -1	-0.8%	-$53	﹤0.01%	531
2021 Q4	$7K	Hold	133	–	–	﹤0.01%	510
2021 Q3	$7K	Sell	133 -76	-36%	-$4.19K	﹤0.01%	498
2021 Q2	$11K	Buy	209 +132	+171%	+$7.26K	﹤0.01%	431
2021 Q1	$4K	Buy	+77	New	+$4.02K	﹤0.01%	497

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

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

Bogart Wealth LLC's DWM Position: Q4 2025 in Review

Bogart Wealth LLC sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 133 shares — an estimated $8.8K sold.

Bogart Wealth LLC first reported a position in DWM in Q1 2021 and held it in 19 quarters. The position peaked at $11K in Q2 2021. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

Bogart Wealth LLC reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 133 WisdomTree International Equity Fund shares in Q4 2025, an estimated $8.8K.
Bogart Wealth LLC first reported a position in WisdomTree International Equity Fund in Q1 2021 and held it in 19 quarters.
Bogart Wealth LLC's WisdomTree International Equity Fund position peaked at $11K in Q2 2021.
126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.