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Howe & Rusling’s WisdomTree International Equity Fund DWM Stock Holding History

Howe & Rusling’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
2025
Q2 		– Sell
-5,337
Closed -$310K – 475
2025
Q1 		$310K Buy
+5,337
New +$300K 0.03% 207

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Howe & Rusling's DWM Position: Q2 2025 in Review

Howe & Rusling sold out of WisdomTree International Equity Fund (DWM) in Q2 2025, closing a stake of 5,337 shares — an estimated $310K sold.

Howe & Rusling first reported a position in DWM in Q1 2025 and held it in 1 quarter. The position peaked at $310K in Q1 2025. 122 funds tracked by Wall St. Rank hold DWM as of Q2 2025.

  • Howe & Rusling reported no remaining WisdomTree International Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Howe & Rusling sold 5,337 WisdomTree International Equity Fund shares in Q2 2025, an estimated $310K.
  • Howe & Rusling first reported a position in WisdomTree International Equity Fund in Q1 2025 and held it in 1 quarter.
  • Howe & Rusling's WisdomTree International Equity Fund position peaked at $310K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2025.

Based on Howe & Rusling's 13F filing for Q2 2025, filed 12 Aug 2025.