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Essex LLC’s WisdomTree International Equity Fund DWM Stock Holding History

Essex LLC’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
2025
Q3 		– Sell
-4,300
Closed -$273K – 180
2025
Q2 		$273K Hold
4,300
– – 0.05% 147
2025
Q1 		$250K Buy
+4,300
New +$242K 0.05% 149

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Essex LLC's DWM Position: Q3 2025 in Review

Essex LLC sold out of WisdomTree International Equity Fund (DWM) in Q3 2025, closing a stake of 4,300 shares — an estimated $273K sold.

Essex LLC first reported a position in DWM in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q2 2025. 127 funds tracked by Wall St. Rank hold DWM as of Q3 2025.

  • Essex LLC reported no remaining WisdomTree International Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Essex LLC sold 4,300 WisdomTree International Equity Fund shares in Q3 2025, an estimated $273K.
  • Essex LLC first reported a position in WisdomTree International Equity Fund in Q1 2025 and held it in 2 quarters.
  • Essex LLC's WisdomTree International Equity Fund position peaked at $273K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2025.

Based on Essex LLC's 13F filing for Q3 2025, filed 23 Oct 2025.