Creative Capital Management Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Creative Capital Management Investments’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	$37.7K	Hold	539	–	–	0.01%	134
2025 Q4	$37.1K	Hold	539	–	–	0.01%	132
2025 Q3	$35.7K	Hold	539	–	–	0.01%	133
2025 Q2	$34.3K	Hold	539	–	–	0.01%	138
2025 Q1	$31.3K	Hold	539	–	–	0.01%	130
2024 Q4	$28.4K	Hold	539	–	–	0.01%	136
2024 Q3	$31K	Hold	539	–	–	0.01%	118
2024 Q2	$29K	Hold	539	–	–	0.01%	110
2024 Q1	$29.5K	Hold	539	–	–	0.02%	105
2023 Q4	$28.3K	Hold	539	–	–	0.02%	109
2023 Q3	$26.1K	Hold	539	–	–	0.02%	113
2023 Q2	$27K	Buy	+539	New	+$27.2K	0.02%	106

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Creative Capital Management Investments's DWM Position: Q1 2026 in Review

Creative Capital Management Investments held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 539 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #134.

Creative Capital Management Investments first reported a position in DWM in Q2 2023 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Creative Capital Management Investments held 539 shares of WisdomTree International Equity Fund worth $37.7K as of Q1 2026.
Creative Capital Management Investments left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #134 holding.
Creative Capital Management Investments first reported a position in WisdomTree International Equity Fund in Q2 2023 and has held it in 12 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.