Harbour Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Harbour Investments’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	$10.8K	Hold	154	–	–	﹤0.01%	3222
2025 Q4	$10.6K	Hold	154	–	–	﹤0.01%	2714
2025 Q3	$10.2K	Buy	+154	New	+$10K	﹤0.01%	2681
2025 Q2	–	Sell	-115	Closed	-$6.69K	–	3636
2025 Q1	$6.69K	Hold	115	–	–	﹤0.01%	2708
2024 Q4	$6.06K	Hold	115	–	–	﹤0.01%	2661
2024 Q3	$6.62K	Hold	115	–	–	﹤0.01%	2528
2024 Q2	$6.18K	Hold	115	–	–	﹤0.01%	2433
2024 Q1	$6.3K	Hold	115	–	–	﹤0.01%	2385
2023 Q4	$6.04K	Hold	115	–	–	﹤0.01%	2339
2023 Q3	$5.56K	Hold	115	–	–	﹤0.01%	2232
2023 Q2	$5.75K	Hold	115	–	–	﹤0.01%	2233
2023 Q1	$5.72K	Hold	115	–	–	﹤0.01%	2225
2022 Q4	$5.41K	Hold	115	–	–	﹤0.01%	2192
2022 Q3	$5K	Hold	115	–	–	﹤0.01%	2160
2022 Q2	$5K	Buy	+115	New	+$5.71K	﹤0.01%	2160
2021 Q4	$6K	Sell	115 -613	-84%	-$32.8K	﹤0.01%	2096
2021 Q3	$38K	Hold	728	–	–	﹤0.01%	1938
2021 Q2	$40K	Hold	728	–	–	﹤0.01%	1941
2021 Q1	$38K	Buy	+728	New	+$38K	﹤0.01%	1845

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Harbour Investments's DWM Position: Q1 2026 in Review

Harbour Investments held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 154 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Harbour Investments first reported a position in DWM in Q1 2021 and has held it in 19 quarters since. The position peaked at $40K in Q2 2021. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Harbour Investments held 154 shares of WisdomTree International Equity Fund worth $10.8K as of Q1 2026.
Harbour Investments left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3222 holding.
Harbour Investments first reported a position in WisdomTree International Equity Fund in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's WisdomTree International Equity Fund position peaked at $40K in Q2 2021.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.