Geneos Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
27,968
+1,440
| +5% | +$106K | 0.04% | 370 |
|
|
2026
Q1 | $1.85M | Buy |
26,528
+184
| +0.7% | +$13.2K | 0.04% | 371 |
|
|
2025
Q4 | $1.81M | Sell |
26,344
-17
| -0.1% | -$1.14K | 0.04% | 372 |
|
|
2025
Q3 | $1.75M | Sell |
26,361
-237
| -0.9% | -$15.4K | 0.04% | 377 |
|
|
2025
Q2 | $1.69M | Buy |
26,598
+3
| +0% | +$182 | 0.04% | 401 |
|
|
2025
Q1 | $1.55M | Buy |
26,595
+655
| +3% | +$36.9K | 0.05% | 356 |
|
|
2024
Q4 | $1.37M | Buy |
25,940
+3,268
| +14% | +$179K | 0.05% | 347 |
|
|
2024
Q3 | $1.3M | Buy |
22,672
+564
| +3% | +$31.4K | 0.05% | 351 |
|
|
2024
Q2 | $1.19M | Buy |
22,108
+2,308
| +12% | +$126K | 0.05% | 337 |
|
|
2024
Q1 | $1.09M | Buy |
19,800
+3,103
| +19% | +$164K | 0.05% | 335 |
|
|
2023
Q4 | $877K | Buy |
16,697
+2,468
| +17% | +$122K | 0.04% | 349 |
|
|
2023
Q3 | $688K | Buy |
14,229
+1,078
| +8% | +$53.9K | 0.04% | 396 |
|
|
2023
Q2 | $658K | Buy |
13,151
+3,877
| +42% | +$196K | 0.03% | 405 |
|
|
2023
Q1 | $461K | Buy |
9,274
+2,476
| +36% | +$123K | 0.03% | 458 |
|
|
2022
Q4 | $320K | Buy |
6,798
+3,617
| +114% | +$162K | 0.02% | 510 |
|
|
2022
Q3 | $127K | Buy |
3,181
+2,216
| +230% | +$99.3K | 0.01% | 730 |
|
|
2022
Q2 | $43K | Buy |
965
+750
| +349% | +$37.3K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $11K | Hold |
215
| – | – | ﹤0.01% | 2039 |
|
|
2021
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 2131 |
|
|
2021
Q3 | $11K | Hold |
215
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q2 | $11K | Hold |
215
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q1 | $11K | Hold |
215
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 2175 |
|
|
2020
Q3 | $9K | Hold |
215
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q2 | $9K | Hold |
215
| – | – | ﹤0.01% | 1941 |
|
|
2020
Q1 | $8K | Hold |
215
| – | – | ﹤0.01% | 1881 |
|
|
2019
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 1921 |
|
|
2019
Q3 | $10K | Hold |
215
| – | – | ﹤0.01% | 1884 |
|
|
2019
Q2 | $10K | Hold |
215
| – | – | ﹤0.01% | 1900 |
|
|
2019
Q1 | $10K | Hold |
215
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q4 | $9K | Hold |
215
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q3 | $11K | Hold |
215
| – | – | ﹤0.01% | 1805 |
|
|
2018
Q2 | $11K | Hold |
215
| – | – | ﹤0.01% | 1675 |
|
|
2018
Q1 | $11K | Hold |
215
| – | – | ﹤0.01% | 1603 |
|
|
2017
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 1595 |
|
|
2017
Q3 | $11K | Sell |
215
-65
| -23% | -$3.47K | ﹤0.01% | 1539 |
|
|
2017
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q1 | $13K | Hold |
280
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q4 | $12K | Hold |
280
| – | – | ﹤0.01% | 1377 |
|
|
2016
Q3 | $13K | Sell |
280
-113
| -29% | -$5.25K | ﹤0.01% | 1272 |
|
|
2016
Q2 | $17K | Hold |
393
| – | – | ﹤0.01% | 1162 |
|
|
2016
Q1 | $17K | Buy |
+393
| New | +$17.3K | ﹤0.01% | 1138 |
|
Other funds holding DWM
LI
VA
FTUS
Geneos Wealth Management's DWM Position: Q2 2026 in Review
Geneos Wealth Management increased its WisdomTree International Equity Fund (DWM) stake by 5.4% in Q2 2026, buying an estimated $106K and bringing the position to 27,968 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #370.
Geneos Wealth Management first reported a position in DWM in Q1 2016 and has held it in 42 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.
- Geneos Wealth Management held 27,968 shares of WisdomTree International Equity Fund worth $2.05M as of Q2 2026.
- Geneos Wealth Management bought 1,440 WisdomTree International Equity Fund shares in Q2 2026, an estimated $106K.
- WisdomTree International Equity Fund made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #370 holding.
- Geneos Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2016 and has held it in 42 quarters since.
- 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.