Darwin Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Darwin Wealth Management’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
2025 Q2	–	Sell	-123	Closed	-$6.48K	–	630
2025 Q1	$6.48K	Hold	123	–	–	﹤0.01%	415
2024 Q4	$6.48K	Sell	123 -639	-84%	-$35.1K	﹤0.01%	415
2024 Q3	$43.9K	Buy	+762	New	+$42.4K	0.01%	246
2020 Q2	–	Sell	-762	Closed	-$30K	–	303
2020 Q1	$30K	Buy	+762	New	+$36.7K	0.01%	300

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MWP

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

Darwin Wealth Management's DWM Position: Q2 2025 in Review

Darwin Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2025, closing a stake of 123 shares — an estimated $6.48K sold.

Darwin Wealth Management first reported a position in DWM in Q1 2020 and held it in 4 quarters. The position peaked at $43.9K in Q3 2024. 122 funds tracked by Wall St. Rank hold DWM as of Q2 2025.

Darwin Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q2 2025 after selling out during the quarter.
Darwin Wealth Management sold 123 WisdomTree International Equity Fund shares in Q2 2025, an estimated $6.48K.
Darwin Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 4 quarters.
Darwin Wealth Management's WisdomTree International Equity Fund position peaked at $43.9K in Q3 2024.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.