DWM
EDGI

Diversify Wealth Management’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

Diversify Wealth Management’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
34,849
-37,125
-52% -$1.13M 0.02% 611
2026
Q1 		$2.12M Buy
71,974
+13,229
+23% +$392K 0.04% 362
2025
Q4 		$1.72M Buy
58,745
+1,769
+3% +$49.7K 0.08% 228
2025
Q3 		$1.6M Buy
56,976
+11,020
+24% +$294K 0.09% 206
2025
Q2 		$1.23M Buy
45,956
+34,406
+298% +$850K 0.08% 244
2025
Q1 		$282K Buy
11,550
+154
+1% +$3.64K 0.02% 444
2024
Q4 		$257K Buy
+11,396
New +$271K 0.02% 453

Other funds holding EDGI

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Diversify Wealth Management's EDGI Position: Q2 2026 in Review

Diversify Wealth Management reduced its 3EDGE Dynamic International Equity ETF (EDGI) stake by 52% in Q2 2026, selling an estimated $1.13M and leaving 34,849 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #611.

Diversify Wealth Management first reported a position in EDGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2026. 21 funds tracked by Wall St. Rank hold EDGI as of Q2 2026.

  • Diversify Wealth Management held 34,849 shares of 3EDGE Dynamic International Equity ETF worth $1.06M as of Q2 2026.
  • Diversify Wealth Management sold 37,125 3EDGE Dynamic International Equity ETF shares in Q2 2026, an estimated $1.13M.
  • 3EDGE Dynamic International Equity ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's 3EDGE Dynamic International Equity ETF position peaked at $2.12M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.