EPG Wealth Management
DWMF icon

EPG Wealth Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

EPG Wealth 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
2026
Q3 		$113K Buy
3,401
+12
+0.4% +$407 0.03% 206
2026
Q2 		$115K Buy
3,389
+57
+2% +$1.93K 0.03% 202
2026
Q1 		$112K Buy
3,332
+10
+0.3% +$339 0.03% 202
2025
Q4 		$108K Buy
3,322
+19
+0.6% +$612 0.03% 204
2025
Q3 		$105K Buy
3,303
+19
+0.6% +$603 0.03% 203
2025
Q2 		$103K Sell
3,284
-401
-11% -$12.3K 0.03% 202
2025
Q1 		$108K Sell
3,685
-2,927
-44% -$82.4K 0.03% 254
2024
Q4 		$178K Buy
6,612
+40
+0.6% +$1.1K 0.05% 237
2024
Q3 		$185K Buy
+6,572
New +$180K 0.05% 242
2024
Q2 		– Sell
-6,423
Closed -$170K – 256
2024
Q1 		$171K Buy
6,423
+23
+0.4% +$590 0.04% 258
2023
Q4 		$160K Buy
6,400
+43
+0.7% +$1.06K 0.04% 249
2023
Q3 		$156K Buy
6,357
+40
+0.6% +$997 0.05% 245
2023
Q2 		$159K Buy
6,317
+106
+2% +$2.7K 0.05% 242
2023
Q1 		$156K Buy
6,211
+22
+0.4% +$541 0.05% 244
2022
Q4 		$147K Buy
6,189
+23
+0.4% +$536 0.06% 220
2022
Q3 		$134K Buy
+6,166
New +$145K 0.06% 218
2022
Q2 		– Sell
-6,106
Closed -$154K – 245
2022
Q1 		$154K Buy
+6,106
New +$155K 0.05% 245
2020
Q2 		– Sell
-4,209
Closed -$88K – 297
2020
Q1 		$88K Buy
4,209
+1,093
+35% +$26.4K 0.06% 187
2019
Q4 		$80K Buy
+3,116
New +$78.7K 0.06% 172

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

EPG Wealth Management's DWMF Position: Q3 2026 in Review

EPG Wealth Management increased its WisdomTree International Multifactor Fund (DWMF) stake by 0.35% in Q3 2026, buying an estimated $407 and bringing the position to 3,401 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #206.

EPG Wealth Management first reported a position in DWMF in Q4 2019 and has held it in 19 quarters since. The position peaked at $185K in Q3 2024. 8 funds tracked by Wall St. Rank hold DWMF as of Q3 2026.

  • EPG Wealth Management held 3,401 shares of WisdomTree International Multifactor Fund worth $113K as of Q3 2026.
  • EPG Wealth Management bought 12 WisdomTree International Multifactor Fund shares in Q3 2026, an estimated $407.
  • WisdomTree International Multifactor Fund made up 0.03% of EPG Wealth Management's portfolio in Q3 2026, its #206 holding.
  • EPG Wealth Management first reported a position in WisdomTree International Multifactor Fund in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's WisdomTree International Multifactor Fund position peaked at $185K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.