Howard Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Howard Wealth Management’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	$414K	Hold	5,615	–	–	0.15%	98
2026 Q2	$411K	Hold	5,615	–	–	0.15%	98
2026 Q1	$392K	Hold	5,615	–	–	0.17%	97
2025 Q4	$386K	Hold	5,615	–	–	0.17%	92
2025 Q3	$372K	Hold	5,615	–	–	0.17%	88
2025 Q2	$357K	Hold	5,615	–	–	0.18%	85
2025 Q1	$327K	Hold	5,615	–	–	0.18%	87
2024 Q4	$296K	Hold	5,615	–	–	0.16%	96
2024 Q3	$323K	Hold	5,615	–	–	0.19%	91
2024 Q2	$302K	Hold	5,615	–	–	0.24%	77
2024 Q1	$308K	Hold	5,615	–	–	0.25%	76
2023 Q4	$295K	Hold	5,615	–	–	0.25%	78
2023 Q3	$271K	Hold	5,615	–	–	0.25%	76
2023 Q2	$281K	Buy	5,615 +965	+21%	+$48.8K	0.24%	80
2023 Q1	$231K	Hold	4,650	–	–	0.19%	97
2022 Q4	$219K	Buy	+4,650	New	+$208K	0.18%	101
2022 Q3	–	Sell	-4,650	Closed	-$211K	–	116
2022 Q2	$211K	Hold	4,650	–	–	0.22%	57
2022 Q1	$245K	Sell	4,650 -195	-4%	-$10.4K	0.13%	112
2021 Q4	$262K	Hold	4,845	–	–	0.14%	111
2021 Q3	$256K	Hold	4,845	–	–	0.14%	108
2021 Q2	$264K	Hold	4,845	–	–	0.15%	112
2021 Q1	$254K	Sell	4,845 -525	-10%	-$27.4K	0.15%	110
2020 Q4	$271K	Sell	5,370 -2,508	-32%	-$120K	0.17%	106
2020 Q3	$358K	Hold	7,878	–	–	0.26%	85
2020 Q2	$348K	Sell	7,878 -1,665	-17%	-$70.6K	0.28%	79
2020 Q1	$376K	Sell	9,543 -2,400	-20%	-$115K	0.4%	63
2019 Q4	$638K	Buy	+11,943	New	+$616K	0.53%	39

Other funds holding DWM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Smallwood Wealth Investment Management Red Bank, New Jersey $237M AUM 18.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Howard Wealth Management's DWM Position: Q3 2026 in Review

Howard Wealth Management held its WisdomTree International Equity Fund (DWM) position steady in Q3 2026 at 5,615 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #98.

Howard Wealth Management first reported a position in DWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $638K in Q4 2019. 58 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

Howard Wealth Management held 5,615 shares of WisdomTree International Equity Fund worth $414K as of Q3 2026.
Howard Wealth Management left its WisdomTree International Equity Fund share count unchanged in Q3 2026.
WisdomTree International Equity Fund made up 0.15% of Howard Wealth Management's portfolio in Q3 2026, its #98 holding.
Howard Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2019 and has held it in 27 quarters since.
Howard Wealth Management's WisdomTree International Equity Fund position peaked at $638K in Q4 2019.
58 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.