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 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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Creative Planning's DWMF Position: Q2 2026 in Review

Creative Planning reduced its WisdomTree International Multifactor Fund (DWMF) stake by 32% in Q2 2026, selling an estimated $115K and leaving 7,344 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Creative Planning first reported a position in DWMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $656K in Q3 2025. 25 funds tracked by Wall St. Rank hold DWMF as of Q2 2026.

Creative Planning held 7,344 shares of WisdomTree International Multifactor Fund worth $249K as of Q2 2026.
Creative Planning sold 3,389 WisdomTree International Multifactor Fund shares in Q2 2026, an estimated $115K.
WisdomTree International Multifactor Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3718 holding.
Creative Planning first reported a position in WisdomTree International Multifactor Fund in Q2 2025 and has held it in 5 quarters since.
Creative Planning's WisdomTree International Multifactor Fund position peaked at $656K in Q3 2025.
25 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.