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Financial Freedom LLC’s WisdomTree International Equity Fund DWM Stock Holding History

Financial Freedom LLC’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 		– Sell
-378
Closed -$26K – 427
2025
Q4 		$26K Hold
378
– – 0.01% 202
2025
Q3 		$25K Hold
378
– – 0.01% 214
2025
Q2 		$24K Hold
378
– – 0.01% 214
2025
Q1 		$22K Hold
378
– – 0.01% 223
2024
Q4 		$19.9K Hold
378
– – 0.01% 224
2024
Q3 		$21.8K Hold
378
– – 0.01% 216
2024
Q2 		$20.3K Hold
378
– – 0.01% 222
2024
Q1 		$20.7K Hold
378
– – 0.01% 221
2023
Q4 		$19.8K Hold
378
– – 0.01% 224
2023
Q3 		$18.3K Hold
378
– – 0.01% 231
2023
Q2 		$18.9K Hold
378
– – 0.01% 223
2023
Q1 		$18.8K Hold
378
– – 0.01% 217
2022
Q4 		$17.8K Buy
+378
New +$16.9K 0.01% 220

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Freedom LLC's DWM Position: Q1 2026 in Review

Financial Freedom LLC sold out of WisdomTree International Equity Fund (DWM) in Q1 2026, closing a stake of 378 shares — an estimated $26K sold.

Financial Freedom LLC first reported a position in DWM in Q4 2022 and held it in 13 quarters. The position peaked at $26K in Q4 2025. 132 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Financial Freedom LLC reported no remaining WisdomTree International Equity Fund position as of Q1 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 378 WisdomTree International Equity Fund shares in Q1 2026, an estimated $26K.
  • Financial Freedom LLC first reported a position in WisdomTree International Equity Fund in Q4 2022 and held it in 13 quarters.
  • Financial Freedom LLC's WisdomTree International Equity Fund position peaked at $26K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.