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Founders Financial Alliance’s WisdomTree International Equity Fund DWM Stock Holding History

Founders Financial Alliance’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 		$105K Buy
+1,502
New +$108K 0.02% 449
2022
Q3 		– Sell
-1,175
Closed -$53K – 488
2022
Q2 		$53K Buy
+1,175
New +$58.4K 0.03% 327

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Founders Financial Alliance's DWM Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 1,502 shares worth $105K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in DWM as recently as Q2 2022.

Founders Financial Alliance first reported a position in DWM in Q2 2022 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Founders Financial Alliance held 1,502 shares of WisdomTree International Equity Fund worth $105K as of Q1 2026.
  • WisdomTree International Equity Fund was a new Founders Financial Alliance position in Q1 2026.
  • WisdomTree International Equity Fund made up 0.02% of Founders Financial Alliance's portfolio in Q1 2026, its #449 holding.
  • Founders Financial Alliance first reported a position in WisdomTree International Equity Fund in Q2 2022 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.