Farther Finance Advisors
DWM icon

Farther Finance Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Farther Finance 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
Q3 		$16.9K Sell
229
-19
-8% -$1.43K ﹤0.01% 4272
2026
Q2 		$18.2K Buy
248
+3
+1% +$220 ﹤0.01% 4044
2026
Q1 		$17.4K Buy
+245
New +$17.6K ﹤0.01% 3756

Other funds holding DWM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors's DWM Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 7.7% in Q3 2026, selling an estimated $1.43K and leaving 229 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

Farther Finance Advisors first reported a position in DWM in Q1 2026 and has held it in 3 quarters since. The position peaked at $18.2K in Q2 2026. 9 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • Farther Finance Advisors held 229 shares of WisdomTree International Equity Fund worth $16.9K as of Q3 2026.
  • Farther Finance Advisors sold 19 WisdomTree International Equity Fund shares in Q3 2026, an estimated $1.43K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4272 holding.
  • Farther Finance Advisors first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's WisdomTree International Equity Fund position peaked at $18.2K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.