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

Focus Partners Wealth’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 Q2	$1.24M	Sell	16,934 -898	-5%	-$65.9K	﹤0.01%	1557
2026 Q1	$1.25M	Buy	17,832 +1,945	+12%	+$140K	﹤0.01%	1524
2025 Q4	$1.09M	Buy	15,887 +70	+0.4%	+$4.7K	﹤0.01%	1602
2025 Q3	$1.05M	Buy	15,817 +10,943	+225%	+$712K	﹤0.01%	1266
2025 Q2	$310K	Hold	4,874	–	–	﹤0.01%	1662
2025 Q1	$283K	Sell	4,874 -37	-0.8%	-$2.08K	﹤0.01%	1606
2024 Q4	$259K	Buy	+4,911	New	+$270K	﹤0.01%	1617

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth's DWM Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree International Equity Fund (DWM) stake by 5% in Q2 2026, selling an estimated $65.9K and leaving 16,934 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Focus Partners Wealth first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Focus Partners Wealth held 16,934 shares of WisdomTree International Equity Fund worth $1.24M as of Q2 2026.
Focus Partners Wealth sold 898 WisdomTree International Equity Fund shares in Q2 2026, an estimated $65.9K.
WisdomTree International Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1557 holding.
Focus Partners Wealth first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's WisdomTree International Equity Fund position peaked at $1.25M in Q1 2026.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.