Global Retirement Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Global Retirement Partners’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	$392K	Buy	+5,358	New	+$393K	0.01%	1161
2025 Q4	$367K	Buy	5,338 +5,272	+7,988%	+$354K	0.01%	1127
2025 Q3	$4.37K	Hold	66	–	–	﹤0.01%	3031
2025 Q2	$4.2K	Buy	+66	New	+$4.01K	﹤0.01%	2978
2024 Q4	$3.48K	Hold	66	–	–	﹤0.01%	2857
2024 Q3	$3.8K	Hold	66	–	–	﹤0.01%	2685
2024 Q2	$3.55K	Hold	66	–	–	﹤0.01%	2763
2024 Q1	$3.62K	Hold	66	–	–	﹤0.01%	2529
2023 Q4	$3.39K	Sell	66 -1,080	-94%	-$53.3K	﹤0.01%	2473
2023 Q3	$54K	Buy	1,146 +171	+18%	+$8.54K	﹤0.01%	1232
2023 Q2	$48.8K	Buy	975 +17	+2%	+$859	﹤0.01%	1287
2023 Q1	$48.6K	Buy	958 +47	+5%	+$2.33K	﹤0.01%	1252
2022 Q4	$42.8K	Buy	911 +315	+53%	+$14.1K	﹤0.01%	1152
2022 Q3	$25K	Sell	596 -44	-7%	-$1.97K	﹤0.01%	1286
2022 Q2	$29K	Buy	640 +100	+19%	+$4.97K	﹤0.01%	1203
2022 Q1	$27K	Buy	+540	New	+$28.8K	﹤0.01%	1231

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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's DWM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2026: 5,358 shares worth $392K. The stake represents 0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DWM as recently as Q4 2025.

Global Retirement Partners first reported a position in DWM in Q1 2022 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Global Retirement Partners held 5,358 shares of WisdomTree International Equity Fund worth $392K as of Q2 2026.
WisdomTree International Equity Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree International Equity Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1161 holding.
Global Retirement Partners first reported a position in WisdomTree International Equity Fund in Q1 2022 and has held it in 16 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.