EverSource Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

EverSource Wealth Advisors’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	$22.7K	Hold	325	–	–	﹤0.01%	2428
2025 Q4	$22.3K	Hold	325	–	–	﹤0.01%	2316
2025 Q3	$21.5K	Hold	325	–	–	﹤0.01%	2313
2025 Q2	$20.7K	Hold	325	–	–	﹤0.01%	2261
2025 Q1	$18.9K	Hold	325	–	–	﹤0.01%	1719
2024 Q4	$17.1K	Hold	325	–	–	﹤0.01%	1713
2024 Q3	$18.7K	Hold	325	–	–	﹤0.01%	1528
2024 Q2	$18.1K	Hold	325	–	–	﹤0.01%	1553
2024 Q1	$17.4K	Hold	325	–	–	﹤0.01%	1428
2023 Q4	$17.1K	Hold	325	–	–	﹤0.01%	1309
2023 Q3	$15.7K	Hold	325	–	–	﹤0.01%	1220
2023 Q2	$16.3K	Hold	325	–	–	﹤0.01%	1230
2023 Q1	$16.2K	Hold	325	–	–	﹤0.01%	1162
2022 Q4	$15.3K	Buy	+325	New	+$14.5K	﹤0.01%	1163

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EverSource Wealth Advisors's DWM Position: Q1 2026 in Review

EverSource Wealth Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 325 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

EverSource Wealth Advisors first reported a position in DWM in Q4 2022 and has held it in 14 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

EverSource Wealth Advisors held 325 shares of WisdomTree International Equity Fund worth $22.7K as of Q1 2026.
EverSource Wealth Advisors left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2428 holding.
EverSource Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2022 and has held it in 14 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.