IFC & Insurance Marketing’s WisdomTree International Equity Fund DWM Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-35	Closed	-$2K	–	219
2025 Q4	$2K	Buy	+35	New	+$2.35K	﹤0.01%	638

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

IFC & Insurance Marketing's DWM Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of WisdomTree International Equity Fund (DWM) in Q1 2026, closing a stake of 35 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in DWM in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

IFC & Insurance Marketing reported no remaining WisdomTree International Equity Fund position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 35 WisdomTree International Equity Fund shares in Q1 2026, an estimated $2K.
IFC & Insurance Marketing first reported a position in WisdomTree International Equity Fund in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's WisdomTree International Equity Fund position peaked at $2K in Q4 2025.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.