FFA
DWM icon

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
Q2 		$111K Buy
1,516
+14
+0.9% +$1.03K 0.01% 490
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 $1.89T 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 $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Alliance's DWM Position: Q2 2026 in Review

Founders Financial Alliance increased its WisdomTree International Equity Fund (DWM) stake by 0.93% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,516 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #490.

Founders Financial Alliance first reported a position in DWM in Q2 2022 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Founders Financial Alliance held 1,516 shares of WisdomTree International Equity Fund worth $111K as of Q2 2026.
  • Founders Financial Alliance bought 14 WisdomTree International Equity Fund shares in Q2 2026, an estimated $1.03K.
  • WisdomTree International Equity Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #490 holding.
  • Founders Financial Alliance first reported a position in WisdomTree International Equity Fund in Q2 2022 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.