Creative Planning’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Creative Planning’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	–	Sell	-7,344	Closed	-$249K	–	4452
2026 Q2	$249K	Sell	7,344 -3,389	-32%	-$115K	﹤0.01%	3718
2026 Q1	$362K	Sell	10,733 -2,012	-16%	-$68.2K	﹤0.01%	3278
2025 Q4	$415K	Sell	12,745 -7,834	-38%	-$252K	﹤0.01%	2998
2025 Q3	$656K	Buy	20,579 +5	+0%	+$159	﹤0.01%	2488
2025 Q2	$646K	Buy	+20,574	New	+$630K	﹤0.01%	2242

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Creative Planning's DWMF Position: Q3 2026 in Review

Creative Planning sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2026, closing a stake of 7,344 shares — an estimated $249K sold.

Creative Planning first reported a position in DWMF in Q2 2025 and held it in 5 quarters. The position peaked at $656K in Q3 2025. 8 funds tracked by Wall St. Rank hold DWMF as of Q3 2026.

Creative Planning reported no remaining WisdomTree International Multifactor Fund position as of Q3 2026 after selling out during the quarter.
Creative Planning sold 7,344 WisdomTree International Multifactor Fund shares in Q3 2026, an estimated $249K.
Creative Planning first reported a position in WisdomTree International Multifactor Fund in Q2 2025 and held it in 5 quarters.
Creative Planning's WisdomTree International Multifactor Fund position peaked at $656K in Q3 2025.
8 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.