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Financial Consulate’s WisdomTree International Equity Fund DWM Stock Holding History

Financial Consulate’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
2025
Q4 		– Sell
-82
Closed -$5.45K – 1377
2025
Q3 		$5.45K Buy
+82
New +$5.33K ﹤0.01% 641

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

Financial Consulate's DWM Position: Q4 2025 in Review

Financial Consulate sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 82 shares — an estimated $5.45K sold.

Financial Consulate first reported a position in DWM in Q3 2025 and held it in 1 quarter. The position peaked at $5.45K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Financial Consulate reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 82 WisdomTree International Equity Fund shares in Q4 2025, an estimated $5.45K.
  • Financial Consulate first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's WisdomTree International Equity Fund position peaked at $5.45K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.