Fidelity Investments
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Fidelity Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Fidelity Investments’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 		$152K Buy
2,177
+211
+11% +$15.1K ﹤0.01% 3620
2025
Q4 		$135K Sell
1,966
-270
-12% -$18.1K ﹤0.01% 3606
2025
Q3 		$148K Sell
2,236
-87
-4% -$5.66K ﹤0.01% 3497
2025
Q2 		$148K Sell
2,323
-99
-4% -$6.01K ﹤0.01% 3440
2025
Q1 		$141K Sell
2,422
-104
-4% -$5.86K ﹤0.01% 3403
2024
Q4 		$133K Buy
2,526
+7
+0.3% +$384 ﹤0.01% 3425
2024
Q3 		$145K Buy
2,519
+390
+18% +$21.7K ﹤0.01% 3310
2024
Q2 		$114K Buy
2,129
+1,649
+344% +$90.3K ﹤0.01% 3245
2024
Q1 		$26.3K Buy
480
+256
+114% +$13.5K ﹤0.01% 3896
2023
Q4 		$11.8K Sell
224
-447
-67% -$22.1K ﹤0.01% 4185
2023
Q3 		$32.4K Buy
671
+566
+539% +$28.3K ﹤0.01% 3567
2023
Q2 		$5.25K Buy
105
+3
+3% +$152 ﹤0.01% 4351
2023
Q1 		$5.07K Sell
102
-8
-7% -$397 ﹤0.01% 4387
2022
Q4 		$5.17K Sell
110
-14
-11% -$625 ﹤0.01% 4236
2022
Q3 		$5K Sell
124
-29
-19% -$1.3K ﹤0.01% 4303
2022
Q2 		$7K Sell
153
-341
-69% -$16.9K ﹤0.01% 4212
2022
Q1 		$26K Sell
494
-136
-22% -$7.24K ﹤0.01% 3912
2021
Q4 		$34K Buy
630
+140
+29% +$7.5K ﹤0.01% 3323
2021
Q3 		$26K Buy
490
+273
+126% +$15K ﹤0.01% 3364
2021
Q2 		$12K Buy
217
+20
+10% +$1.1K ﹤0.01% 3498
2021
Q1 		$10K Buy
197
+173
+721% +$9.03K ﹤0.01% 3388
2020
Q4 		$1K Sell
24
-270
-92% -$12.9K ﹤0.01% 3672
2020
Q3 		$13K Buy
294
+270
+1,125% +$12.5K ﹤0.01% 3138
2020
Q2 		$1K Buy
24
+23
+2,300% +$975 ﹤0.01% 3450
2020
Q1 		$0 Sell
1
-264
-100% -$12.7K ﹤0.01% 3742
2019
Q4 		$14K Sell
265
-25
-9% -$1.29K ﹤0.01% 3193
2019
Q3 		$14K Buy
290
+1
+0.3% +$50 ﹤0.01% 3151
2019
Q2 		$15K Sell
289
-42
-13% -$2.14K ﹤0.01% 3140
2019
Q1 		$17K Buy
331
+330
+33,000% +$16.4K ﹤0.01% 3005
2018
Q4 		$0 Buy
+1
New +$49 ﹤0.01% 3626

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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

Fidelity Investments's DWM Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree International Equity Fund (DWM) stake by 11% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,177 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Fidelity Investments first reported a position in DWM in Q4 2018 and has held it in 30 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Fidelity Investments held 2,177 shares of WisdomTree International Equity Fund worth $152K as of Q1 2026.
  • Fidelity Investments bought 211 WisdomTree International Equity Fund shares in Q1 2026, an estimated $15.1K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3620 holding.
  • Fidelity Investments first reported a position in WisdomTree International Equity Fund in Q4 2018 and has held it in 30 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.