COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree International Equity Fund DWM Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026 Q2	$9.37K	Buy	+128	New	+$9.4K	﹤0.01%	1074

Other funds holding DWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

KAS

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DWM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2026: 128 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

110 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 128 shares of WisdomTree International Equity Fund worth $9.37K as of Q2 2026.
WisdomTree International Equity Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
WisdomTree International Equity Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1074 holding.
110 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.