IMA Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

IMA Advisory Services’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	$126K	Buy	+1,719	New	+$126K	0.01%	384

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

IMA Advisory Services's DWM Position: Q2 2026 in Review

IMA Advisory Services opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2026: 1,719 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings.

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

IMA Advisory Services held 1,719 shares of WisdomTree International Equity Fund worth $126K as of Q2 2026.
WisdomTree International Equity Fund was a new IMA Advisory Services position in Q2 2026.
WisdomTree International Equity Fund made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #384 holding.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.