FGC
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Financial Gravity Companies’s WisdomTree International Equity Fund DWM Stock Holding History

Financial Gravity Companies’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
Q2 		$15.6K Buy
+246
New +$14.9K ﹤0.01% 497
2024
Q4 		$13K Buy
+246
New +$13.5K ﹤0.01% 517

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Financial Gravity Companies's DWM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2025: 246 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DWM as recently as Q4 2024.

Financial Gravity Companies first reported a position in DWM in Q4 2024 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold DWM as of Q2 2025.

  • Financial Gravity Companies held 246 shares of WisdomTree International Equity Fund worth $15.6K as of Q2 2025.
  • WisdomTree International Equity Fund was a new Financial Gravity Companies position in Q2 2025.
  • WisdomTree International Equity Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #497 holding.
  • Financial Gravity Companies first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.