IFP Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-510
| Closed | -$35.1K | – | 5052 |
|
|
2025
Q4 | $35.1K | Hold |
510
| – | – | ﹤0.01% | 2398 |
|
|
2025
Q3 | $33.8K | Buy |
510
+2
| +0.4% | +$130 | ﹤0.01% | 2287 |
|
|
2025
Q2 | $32.3K | Buy |
+508
| New | +$30.8K | ﹤0.01% | 2279 |
|
|
2025
Q1 | – | Sell |
-148
| Closed | -$7.8K | – | 4396 |
|
|
2024
Q4 | $7.8K | Hold |
148
| – | – | ﹤0.01% | 2633 |
|
|
2024
Q3 | $8.52K | Hold |
148
| – | – | ﹤0.01% | 2488 |
|
|
2024
Q2 | $7.95K | Hold |
148
| – | – | ﹤0.01% | 2421 |
|
|
2024
Q1 | $8.11K | Hold |
148
| – | – | ﹤0.01% | 2308 |
|
|
2023
Q4 | $7.77K | Sell |
148
-126
| -46% | -$6.22K | ﹤0.01% | 2275 |
|
|
2023
Q3 | $13.2K | Hold |
274
| – | – | ﹤0.01% | 2144 |
|
|
2023
Q2 | $13.7K | Sell |
274
-2,035
| -88% | -$103K | ﹤0.01% | 2182 |
|
|
2023
Q1 | $127K | Sell |
2,309
-3,400
| -60% | -$169K | 0.01% | 1130 |
|
|
2022
Q4 | $314K | Sell |
5,709
-25,449
| -82% | -$1.14M | 0.01% | 1121 |
|
|
2022
Q3 | $1.71M | Buy |
31,158
+2,842
| +10% | +$127K | 0.04% | 453 |
|
|
2022
Q2 | $1.56M | Hold |
28,316
| – | – | 0.05% | 434 |
|
|
2022
Q1 | $1.56M | Buy |
28,316
+2,527
| +10% | +$135K | 0.05% | 434 |
|
|
2021
Q4 | $1.4M | Buy |
25,789
+226
| +0.9% | +$12.1K | 0.03% | 334 |
|
|
2021
Q3 | $1.35M | Sell |
25,563
-215
| -0.8% | -$11.9K | 0.03% | 332 |
|
|
2021
Q2 | $1.41M | Sell |
25,778
-124
| -0.5% | -$6.82K | 0.03% | 316 |
|
|
2021
Q1 | $1.36M | Sell |
25,902
-35
| -0.1% | -$1.83K | 0.03% | 310 |
|
|
2020
Q4 | $1.31M | Buy |
25,937
+2,272
| +10% | +$109K | 0.05% | 285 |
|
|
2020
Q3 | $1.08M | Sell |
23,665
-772
| -3% | -$35.6K | 0.06% | 279 |
|
|
2020
Q2 | $1.08M | Buy |
24,437
+1,744
| +8% | +$73.9K | 0.09% | 241 |
|
|
2020
Q1 | $916K | Buy |
22,693
+2,212
| +11% | +$106K | 0.09% | 224 |
|
|
2019
Q4 | $1.1M | Buy |
20,481
+662
| +3% | +$34.2K | 0.08% | 259 |
|
|
2019
Q3 | $984K | Buy |
+19,819
| New | +$982K | 0.07% | 302 |
|
|
2019
Q1 | $11K | Sell |
220
-11,316
| -98% | -$562K | ﹤0.01% | 1566 |
|
|
2018
Q4 | $537K | Buy |
11,536
+6,552
| +131% | +$323K | 0.03% | 529 |
|
|
2018
Q3 | $265K | Buy |
4,984
+2,466
| +98% | +$131K | 0.01% | 931 |
|
|
2018
Q2 | $133K | Buy |
2,518
+468
| +23% | +$25.9K | 0.01% | 1320 |
|
|
2018
Q1 | $114K | Hold |
2,050
| – | – | 0.01% | 1306 |
|
|
2017
Q4 | $114K | Buy |
2,050
+880
| +75% | +$48.4K | 0.01% | 1315 |
|
|
2017
Q3 | $64K | Buy |
1,170
+1
| +0.1% | +$53 | ﹤0.01% | 1837 |
|
|
2017
Q2 | $61K | Buy |
1,169
+5
| +0.4% | +$258 | ﹤0.01% | 1830 |
|
|
2017
Q1 | $58K | Buy |
1,164
+1
| +0.1% | +$48 | ﹤0.01% | 1830 |
|
|
2016
Q4 | $54K | Buy |
1,163
+861
| +285% | +$39.7K | ﹤0.01% | 1834 |
|
|
2016
Q3 | $14K | Buy |
302
+2
| +0.7% | +$93 | ﹤0.01% | 2624 |
|
|
2016
Q2 | $13K | Buy |
300
+80
| +36% | +$3.68K | ﹤0.01% | 2616 |
|
|
2016
Q1 | $11K | Buy |
+220
| New | +$9.71K | ﹤0.01% | 1566 |
|
Other funds holding DWM
LI
VA
KAS
IFP Advisors's DWM Position: Q1 2026 in Review
IFP Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2026, closing a stake of 510 shares — an estimated $35.1K sold.
IFP Advisors first reported a position in DWM in Q1 2016 and held it in 38 quarters. The position peaked at $1.71M in Q3 2022. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.
- IFP Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 510 WisdomTree International Equity Fund shares in Q1 2026, an estimated $35.1K.
- IFP Advisors first reported a position in WisdomTree International Equity Fund in Q1 2016 and held it in 38 quarters.
- IFP Advisors's WisdomTree International Equity Fund position peaked at $1.71M in Q3 2022.
- 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.