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Frazier Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Frazier Financial Advisors’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 		$1.23M Sell
16,754
-86
-0.5% -$6.31K 0.62% 19
2026
Q1 		$1.18M Sell
16,840
-557
-3% -$40K 0.65% 19
2025
Q4 		$1.2M Sell
17,397
-109
-0.6% -$7.32K 0.71% 19
2025
Q3 		$1.16M Buy
17,506
+1,123
+7% +$73K 0.71% 20
2025
Q2 		$1.04M Buy
16,383
+36
+0.2% +$2.19K 0.73% 19
2025
Q1 		$951K Sell
16,347
-223
-1% -$12.6K 0.73% 19
2024
Q4 		$875K Sell
16,570
-495
-3% -$27.2K 0.69% 19
2024
Q3 		$982K Sell
17,065
-679
-4% -$37.8K 0.76% 19
2024
Q2 		$953K Sell
17,744
-117
-0.7% -$6.41K 0.76% 17
2024
Q1 		$979K Sell
17,861
-548
-3% -$29K 0.8% 16
2023
Q4 		$967K Buy
+18,409
New +$909K 0.84% 19

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

Frazier Financial Advisors's DWM Position: Q2 2026 in Review

Frazier Financial Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 0.51% in Q2 2026, selling an estimated $6.31K and leaving 16,754 shares worth $1.23M. The position accounts for 0.62% of the portfolio, ranked #19.

Frazier Financial Advisors first reported a position in DWM in Q4 2023 and has held it in 11 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Frazier Financial Advisors held 16,754 shares of WisdomTree International Equity Fund worth $1.23M as of Q2 2026.
  • Frazier Financial Advisors sold 86 WisdomTree International Equity Fund shares in Q2 2026, an estimated $6.31K.
  • WisdomTree International Equity Fund made up 0.62% of Frazier Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Frazier Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2023 and has held it in 11 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.