CoreCap Advisors’s WisdomTree International Multifactor Fund DWMF Stock Holding History

CoreCap Advisors’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 Q3	$95.8K	Buy	2,885 +4	+0.1%	+$136	﹤0.01%	1117
2026 Q2	$97.8K	Buy	2,881 +20	+0.7%	+$678	﹤0.01%	1115
2026 Q1	$96.4K	Buy	2,861 +3	+0.1%	+$102	﹤0.01%	1037
2025 Q4	$93K	Sell	2,858 -24	-0.8%	-$773	﹤0.01%	1059
2025 Q3	$91.9K	Sell	2,882 -348	-11%	-$11.1K	﹤0.01%	1068
2025 Q2	$101K	Sell	3,230 -31	-1%	-$949	﹤0.01%	984
2025 Q1	$95.2K	Sell	3,261 -161	-5%	-$4.53K	﹤0.01%	928
2024 Q4	$92.1K	Sell	3,422 -1,723	-33%	-$47.2K	﹤0.01%	956
2024 Q3	$145K	Sell	5,145 -370	-7%	-$10.1K	0.01%	784
2024 Q2	$144K	Sell	5,515 -484	-8%	-$12.8K	0.02%	423
2024 Q1	$159K	Buy	+5,999	New	+$154K	0.01%	687
2022 Q4	$172K	Buy	+7,214	New	+$168K	0.01%	574
2022 Q3	–	Sell	-7,364	Closed	-$173K	–	930
2022 Q2	$173K	Sell	7,364 -1,814	-20%	-$44.7K	0.01%	552
2022 Q1	$231K	Buy	9,178 +4	+0%	+$102	0.02%	469
2021 Q4	$244K	Buy	+9,174	New	+$241K	0.02%	487

Other funds holding DWMF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

CoreCap Advisors's DWMF Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree International Multifactor Fund (DWMF) stake by 0.14% in Q3 2026, buying an estimated $136 and bringing the position to 2,885 shares worth $95.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

CoreCap Advisors first reported a position in DWMF in Q4 2021 and has held it in 15 quarters since. The position peaked at $244K in Q4 2021. 8 funds tracked by Wall St. Rank hold DWMF as of Q3 2026.

CoreCap Advisors held 2,885 shares of WisdomTree International Multifactor Fund worth $95.8K as of Q3 2026.
CoreCap Advisors bought 4 WisdomTree International Multifactor Fund shares in Q3 2026, an estimated $136.
WisdomTree International Multifactor Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1117 holding.
CoreCap Advisors first reported a position in WisdomTree International Multifactor Fund in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's WisdomTree International Multifactor Fund position peaked at $244K in Q4 2021.
8 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.