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Breakwater Capital Group’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Breakwater Capital Group’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 		$508K Buy
14,953
+1,629
+12% +$55.2K 0.06% 248
2026
Q1 		$449K Sell
13,324
-1,555
-10% -$52.7K 0.06% 254
2025
Q4 		$484K Buy
14,879
+25
+0.2% +$806 0.07% 233
2025
Q3 		$474K Buy
14,854
+431
+3% +$13.7K 0.07% 226
2025
Q2 		$453K Sell
14,423
-463
-3% -$14.2K 0.07% 231
2025
Q1 		$435K Buy
+14,886
New +$419K 0.08% 220

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Breakwater Capital Group's DWMF Position: Q2 2026 in Review

Breakwater Capital Group increased its WisdomTree International Multifactor Fund (DWMF) stake by 12% in Q2 2026, buying an estimated $55.2K and bringing the position to 14,953 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #248.

Breakwater Capital Group first reported a position in DWMF in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold DWMF as of Q2 2026.

  • Breakwater Capital Group held 14,953 shares of WisdomTree International Multifactor Fund worth $508K as of Q2 2026.
  • Breakwater Capital Group bought 1,629 WisdomTree International Multifactor Fund shares in Q2 2026, an estimated $55.2K.
  • WisdomTree International Multifactor Fund made up 0.06% of Breakwater Capital Group's portfolio in Q2 2026, its #248 holding.
  • Breakwater Capital Group first reported a position in WisdomTree International Multifactor Fund in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.