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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
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

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Farther Finance Advisors's DWM Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree International Equity Fund (DWM) stake by 1.2% in Q2 2026, buying an estimated $220 and bringing the position to 248 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

Farther Finance Advisors first reported a position in DWM in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Farther Finance Advisors held 248 shares of WisdomTree International Equity Fund worth $18.2K as of Q2 2026.
  • Farther Finance Advisors bought 3 WisdomTree International Equity Fund shares in Q2 2026, an estimated $220.
  • WisdomTree International Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4044 holding.
  • Farther Finance Advisors first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.