IFG Advisory’s WisdomTree International Equity Fund DWM Stock Holding History

IFG Advisory’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	$56.7K	Buy	+774	New	+$56.8K	﹤0.01%	1287

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG Advisory's DWM Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2026: 774 shares worth $56.7K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

IFG Advisory held 774 shares of WisdomTree International Equity Fund worth $56.7K as of Q2 2026.
WisdomTree International Equity Fund was a new IFG Advisory position in Q2 2026.
WisdomTree International Equity Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1287 holding.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.