Cambridge Investment Research Advisors
DWM icon

Cambridge Investment Research Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Cambridge Investment Research 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 		$1.04M Sell
14,822
-229
-2% -$16.4K ﹤0.01% 2143
2025
Q4 		$1.03M Sell
15,051
-4,400
-23% -$295K ﹤0.01% 2066
2025
Q3 		$1.29M Buy
19,451
+705
+4% +$45.9K ﹤0.01% 1853
2025
Q2 		$1.19M Buy
18,746
+976
+5% +$59.3K ﹤0.01% 1815
2025
Q1 		$1.03M Buy
17,770
+445
+3% +$25.1K ﹤0.01% 1847
2024
Q4 		$913K Sell
17,325
-3,203
-16% -$176K ﹤0.01% 1946
2024
Q3 		$1.18M Buy
20,528
+278
+1% +$15.5K ﹤0.01% 1741
2024
Q2 		$1.09M Sell
20,250
-629
-3% -$34.4K ﹤0.01% 1713
2024
Q1 		$1.14M Sell
20,879
-224
-1% -$11.8K ﹤0.01% 1634
2023
Q4 		$1.11M Sell
21,103
-135
-0.6% -$6.67K ﹤0.01% 1580
2023
Q3 		$1.03M Buy
21,238
+635
+3% +$31.7K ﹤0.01% 1561
2023
Q2 		$1.03M Sell
20,603
-10,163
-33% -$514K ﹤0.01% 1591
2023
Q1 		$1.53M Sell
30,766
-172
-0.6% -$8.53K 0.01% 1298
2022
Q4 		$1.46M Buy
30,938
+1,928
+7% +$86.1K 0.01% 1275
2022
Q3 		$1.17M Sell
29,010
-14,338
-33% -$642K 0.01% 1371
2022
Q2 		$1.97M Buy
43,348
+755
+2% +$37.5K 0.01% 1049
2022
Q1 		$2.25M Buy
42,593
+638
+2% +$34K 0.01% 1069
2021
Q4 		$2.27M Sell
41,955
-277,697
-87% -$14.9M 0.01% 1070
2021
Q3 		$16.9M Buy
319,652
+2,534
+0.8% +$140K 0.08% 232
2021
Q2 		$17.3M Sell
317,118
-5,690
-2% -$313K 0.08% 238
2021
Q1 		$17M Sell
322,808
-10,905
-3% -$569K 0.09% 223
2020
Q4 		$16.9M Sell
333,713
-22,592
-6% -$1.08M 0.1% 204
2020
Q3 		$16.2M Sell
356,305
-9,608
-3% -$444K 0.11% 193
2020
Q2 		$16.2M Buy
365,913
+7,883
+2% +$334K 0.12% 182
2020
Q1 		$14.1M Sell
358,030
-12,639
-3% -$608K 0.14% 160
2019
Q4 		$19.8M Buy
370,669
+6,558
+2% +$339K 0.15% 140
2019
Q3 		$18.1M Buy
364,111
+12,335
+4% +$611K 0.16% 136
2019
Q2 		$17.9M Buy
351,776
+6,697
+2% +$341K 0.16% 132
2019
Q1 		$17.5M Buy
345,079
+59,741
+21% +$2.97M 0.17% 126
2018
Q4 		$13.3M Sell
285,338
-38,895
-12% -$1.92M 0.15% 146
2018
Q3 		$17.2M Buy
324,233
+4,011
+1% +$213K 0.16% 136
2018
Q2 		$16.9M Buy
320,222
+8,067
+3% +$446K 0.18% 119
2018
Q1 		$17.1M Buy
312,155
+36,227
+13% +$2.04M 0.19% 113
2017
Q4 		$15.4M Buy
275,928
+232,754
+539% +$12.8M 0.18% 120
2017
Q3 		$2.35M Sell
43,174
-2,286
-5% -$122K 0.03% 488
2017
Q2 		$2.36M Sell
45,460
-6,216
-12% -$321K 0.03% 455
2017
Q1 		$2.57M Sell
51,676
-18,093
-26% -$877K 0.04% 383
2016
Q4 		$3.24M Sell
69,769
-26,340
-27% -$1.21M 0.06% 297
2016
Q3 		$4.52M Sell
96,109
-34,937
-27% -$1.62M 0.08% 224
2016
Q2 		$5.86M Sell
131,046
-765
-0.6% -$35.2K 0.12% 150
2016
Q1 		$6.04M Buy
131,811
+33,198
+34% +$1.46M 0.14% 143
2015
Q4 		$4.59M Sell
98,613
-1,627
-2% -$77.7K 0.11% 175
2015
Q3 		$4.55M Buy
100,240
+5,058
+5% +$249K 0.13% 148
2015
Q2 		$4.86M Sell
95,182
-637
-0.7% -$34.1K 0.13% 155
2015
Q1 		$4.96M Buy
95,819
+6,158
+7% +$315K 0.14% 149
2014
Q4 		$4.45M Buy
89,661
+4,482
+5% +$228K 0.14% 146
2014
Q3 		$4.45M Sell
85,179
-9,547
-10% -$524K 0.13% 159
2014
Q2 		$5.3M Buy
94,726
+287
+0.3% +$16K 0.19% 116
2014
Q1 		$5.16M Sell
94,439
-1,477
-2% -$79.4K 0.2% 109
2013
Q4 		$5.22M Buy
95,916
+161
+0.2% +$8.54K 0.21% 102
2013
Q3 		$4.95M Buy
95,755
+2,623
+3% +$130K 0.22% 103
2013
Q2 		$4.29M Buy
+93,132
New +$4.55M 0.22% 98

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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

Cambridge Investment Research Advisors's DWM Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 1.5% in Q1 2026, selling an estimated $16.4K and leaving 14,822 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Cambridge Investment Research Advisors first reported a position in DWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.8M in Q4 2019. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,822 shares of WisdomTree International Equity Fund worth $1.04M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 229 WisdomTree International Equity Fund shares in Q1 2026, an estimated $16.4K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2143 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree International Equity Fund position peaked at $19.8M in Q4 2019.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.