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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
Q3 		$167K Hold
2,266
– – 0.1% 139
2026
Q2 		$166K Hold
2,266
– – 0.1% 141
2026
Q1 		$158K Buy
+2,266
New +$163K 0.1% 142

Other funds holding DWM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hickory Point Bank & Trust's DWM Position: Q3 2026 in Review

Hickory Point Bank & Trust held its WisdomTree International Equity Fund (DWM) position steady in Q3 2026 at 2,266 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #139.

Hickory Point Bank & Trust first reported a position in DWM in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • Hickory Point Bank & Trust held 2,266 shares of WisdomTree International Equity Fund worth $167K as of Q3 2026.
  • Hickory Point Bank & Trust left its WisdomTree International Equity Fund share count unchanged in Q3 2026.
  • WisdomTree International Equity Fund made up 0.1% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #139 holding.
  • Hickory Point Bank & Trust first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.