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Hickory Point Bank & Trust’s WisdomTree International Equity Fund DWM Stock Holding History

Hickory Point Bank & Trust’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 		$166K Hold
2,266
– – 0.1% 141
2026
Q1 		$158K Buy
+2,266
New +$163K 0.1% 142

Other funds holding DWM

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Hickory Point Bank & Trust's DWM Position: Q2 2026 in Review

Hickory Point Bank & Trust held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 2,266 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #141.

Hickory Point Bank & Trust first reported a position in DWM in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Hickory Point Bank & Trust held 2,266 shares of WisdomTree International Equity Fund worth $166K as of Q2 2026.
  • Hickory Point Bank & Trust left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
  • WisdomTree International Equity Fund made up 0.1% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #141 holding.
  • Hickory Point Bank & Trust first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.