DWAM
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Duncan Williams Asset Management’s WisdomTree International Equity Fund DWM Stock Holding History

Duncan Williams Asset 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
2026
Q1 		– Sell
-3,717
Closed -$271K – 159
2025
Q4 		$271K Buy
3,717
+443
+14% +$29.7K 0.07% 142
2025
Q3 		$217K Hold
3,274
– – 0.06% 155
2025
Q2 		$208K Buy
+3,274
New +$199K 0.07% 147

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Duncan Williams Asset Management's DWM Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2026, closing a stake of 3,717 shares — an estimated $271K sold.

Duncan Williams Asset Management first reported a position in DWM in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining WisdomTree International Equity Fund position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 3,717 WisdomTree International Equity Fund shares in Q1 2026, an estimated $271K.
  • Duncan Williams Asset Management first reported a position in WisdomTree International Equity Fund in Q2 2025 and held it in 3 quarters.
  • Duncan Williams Asset Management's WisdomTree International Equity Fund position peaked at $271K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.