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Focus Partners Advisor Solutions’s WisdomTree International Equity Fund DWM Stock Holding History

Focus Partners Advisor Solutions’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
-4,170
Closed -$280K – 1141
2025
Q3 		$280K Buy
+4,170
New +$271K ﹤0.01% 937

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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

Focus Partners Advisor Solutions's DWM Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 4,170 shares — an estimated $280K sold.

Focus Partners Advisor Solutions first reported a position in DWM in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 4,170 WisdomTree International Equity Fund shares in Q4 2025, an estimated $280K.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's WisdomTree International Equity Fund position peaked at $280K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.