Citigroup
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Citigroup’s WisdomTree International Equity Fund DWM Stock Holding History

Citigroup’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 		$210K Buy
+3,001
New +$215K ﹤0.01% 3988
2021
Q3 		– Sell
-390
Closed -$21K – 5876
2021
Q2 		$21K Sell
390
-5
-1% -$275 ﹤0.01% 5268
2021
Q1 		$21K Sell
395
-333
-46% -$17.4K ﹤0.01% 5214
2020
Q4 		$37K Hold
728
– – ﹤0.01% 6242
2020
Q3 		$33K Hold
728
– – ﹤0.01% 5868
2020
Q2 		$32K Sell
728
-14
-2% -$593 ﹤0.01% 6272
2020
Q1 		$29K Sell
742
-609
-45% -$29.3K ﹤0.01% 6431
2019
Q4 		$72K Sell
1,351
-224
-14% -$11.6K ﹤0.01% 6027
2019
Q3 		$78K Sell
1,575
-80
-5% -$3.96K ﹤0.01% 5839
2019
Q2 		$84K Sell
1,655
-1,166
-41% -$59.3K ﹤0.01% 6027
2019
Q1 		$143K Buy
2,821
+1,044
+59% +$51.9K ﹤0.01% 5419
2018
Q4 		$83K Sell
1,777
-1,115
-39% -$54.9K ﹤0.01% 5815
2018
Q3 		$154K Buy
2,892
+1,015
+54% +$53.9K ﹤0.01% 5489
2018
Q2 		$99K Buy
1,877
+396
+27% +$21.9K ﹤0.01% 5738
2018
Q1 		$81K Buy
1,481
+500
+51% +$28.2K ﹤0.01% 5785
2017
Q4 		$55K Buy
981
+350
+55% +$19.3K ﹤0.01% 6110
2017
Q3 		$34K Hold
631
– – ﹤0.01% 6181
2017
Q2 		$33K Sell
631
-592
-48% -$30.5K ﹤0.01% 6032
2017
Q1 		$61K Buy
1,223
+8
+0.7% +$388 ﹤0.01% 5561
2016
Q4 		$56K Buy
+1,215
New +$56K ﹤0.01% 6087
2016
Q1 		– Sell
-383
Closed -$18K – 7503
2015
Q4 		$18K Buy
383
+113
+42% +$5.39K ﹤0.01% 6529
2015
Q3 		$12K Buy
+270
New +$13.3K ﹤0.01% 6326
2013
Q4 		– Sell
-400
Closed -$21K – 7013
2013
Q3 		$21K Sell
400
-150
-27% -$7.42K ﹤0.01% 5883
2013
Q2 		$25K Buy
+550
New +$26.9K ﹤0.01% 5728

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

Citigroup's DWM Position: Q1 2026 in Review

Citigroup opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 3,001 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3988 among its holdings. This is a return to the name: Citigroup previously reported a position in DWM as recently as Q2 2021.

Citigroup first reported a position in DWM in Q2 2013 and has held it in 24 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Citigroup held 3,001 shares of WisdomTree International Equity Fund worth $210K as of Q1 2026.
  • WisdomTree International Equity Fund was a new Citigroup position in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3988 holding.
  • Citigroup first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 24 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.