Envestnet Asset Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Envestnet Asset Management’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
2025 Q3	–	Sell	-17,625	Closed	-$554K	–	4547
2025 Q2	$554K	Buy	17,625 +168	+1%	+$5.14K	﹤0.01%	3623
2025 Q1	$510K	Buy	17,457 +2,777	+19%	+$78.2K	﹤0.01%	3611
2024 Q4	$395K	Buy	14,680 +28	+0.2%	+$767	﹤0.01%	3723
2024 Q3	$413K	Sell	14,652 -2,122	-13%	-$58K	﹤0.01%	3634
2024 Q2	$438K	Sell	16,774 -8,043	-32%	-$213K	﹤0.01%	3532
2024 Q1	$659K	Buy	24,817 +13,993	+129%	+$359K	﹤0.01%	3278
2023 Q4	$274K	Buy	10,824 +720	+7%	+$17.8K	﹤0.01%	3668
2023 Q3	$248K	Sell	10,104 -1,467	-13%	-$36.6K	﹤0.01%	3634
2023 Q2	$291K	Sell	11,571 -438	-4%	-$11.2K	﹤0.01%	3502
2023 Q1	$301K	Buy	12,009 +768	+7%	+$18.9K	﹤0.01%	3441
2022 Q4	$267K	Buy	11,241 +340	+3%	+$7.93K	﹤0.01%	3493
2022 Q3	$237K	Buy	+10,901	New	+$256K	﹤0.01%	3498
2022 Q1	–	Sell	-7,747	Closed	-$206K	–	3965
2021 Q4	$206K	Buy	+7,747	New	+$204K	﹤0.01%	3647
2020 Q1	–	Sell	-11,197	Closed	-$287K	–	3007
2019 Q4	$287K	Buy	+11,197	New	+$283K	﹤0.01%	2755

Other funds holding DWMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BCG

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Envestnet Asset Management's DWMF Position: Q3 2025 in Review

Envestnet Asset Management sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2025, closing a stake of 17,625 shares — an estimated $554K sold.

Envestnet Asset Management first reported a position in DWMF in Q4 2019 and held it in 14 quarters. The position peaked at $659K in Q1 2024. 21 funds tracked by Wall St. Rank hold DWMF as of Q3 2025.

Envestnet Asset Management reported no remaining WisdomTree International Multifactor Fund position as of Q3 2025 after selling out during the quarter.
Envestnet Asset Management sold 17,625 WisdomTree International Multifactor Fund shares in Q3 2025, an estimated $554K.
Envestnet Asset Management first reported a position in WisdomTree International Multifactor Fund in Q4 2019 and held it in 14 quarters.
Envestnet Asset Management's WisdomTree International Multifactor Fund position peaked at $659K in Q1 2024.
21 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.