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
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 $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Diversify Wealth Management's EDGI Position: Q1 2026 in Review

Diversify Wealth Management increased its 3EDGE Dynamic International Equity ETF (EDGI) stake by 23% in Q1 2026, buying an estimated $392K and bringing the position to 71,974 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #362.

Diversify Wealth Management first reported a position in EDGI in Q4 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold EDGI as of Q1 2026.

  • Diversify Wealth Management held 71,974 shares of 3EDGE Dynamic International Equity ETF worth $2.12M as of Q1 2026.
  • Diversify Wealth Management bought 13,229 3EDGE Dynamic International Equity ETF shares in Q1 2026, an estimated $392K.
  • 3EDGE Dynamic International Equity ETF made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Diversify Wealth Management first reported a position in 3EDGE Dynamic International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.