Ferguson Wellman Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Ferguson Wellman Capital Management’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	$2.12M	Sell	29,001 -900	-3%	-$66.1K	0.03%	175
2026 Q1	$2.09M	Buy	+29,901	New	+$2.15M	0.03%	169
2021 Q1	–	Sell	-104,619	Closed	-$5.3M	–	346
2020 Q4	$5.3M	Sell	104,619 -29,844	-22%	-$1.43M	0.13%	127
2020 Q3	$6.11M	Sell	134,463 -46,470	-26%	-$2.15M	0.17%	111
2020 Q2	$8.01M	Sell	180,933 -37,707	-17%	-$1.6M	0.24%	88
2020 Q1	$8.63M	Sell	218,640 -75,852	-26%	-$3.65M	0.32%	77
2019 Q4	$15.7M	Sell	294,492 -5,643	-2%	-$291K	0.46%	66
2019 Q3	$14.9M	Sell	300,135 -10,603	-3%	-$526K	0.48%	65
2019 Q2	$15.9M	Sell	310,738 -46,540	-13%	-$2.37M	0.53%	59
2019 Q1	$18.1M	Sell	357,278 -62,302	-15%	-$3.1M	0.62%	52
2018 Q4	$19.6M	Buy	+419,580	New	+$20.7M	0.75%	37

Other funds holding DWM

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Ferguson Wellman Capital Management's DWM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its WisdomTree International Equity Fund (DWM) stake by 3% in Q2 2026, selling an estimated $66.1K and leaving 29,001 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #175.

Ferguson Wellman Capital Management first reported a position in DWM in Q4 2018 and has held it in 11 quarters since. The position peaked at $19.6M in Q4 2018. 40 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Ferguson Wellman Capital Management held 29,001 shares of WisdomTree International Equity Fund worth $2.12M as of Q2 2026.
Ferguson Wellman Capital Management sold 900 WisdomTree International Equity Fund shares in Q2 2026, an estimated $66.1K.
WisdomTree International Equity Fund made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #175 holding.
Ferguson Wellman Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2018 and has held it in 11 quarters since.
Ferguson Wellman Capital Management's WisdomTree International Equity Fund position peaked at $19.6M in Q4 2018.
40 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.