Independence Bank of Kentucky’s WisdomTree International Equity Fund DWM Stock Holding History

Independence Bank of Kentucky’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	$152K	Sell	2,080 -335	-14%	-$24.6K	0.02%	299
2026 Q1	$169K	Hold	2,415	–	–	0.02%	297
2025 Q4	$166K	Hold	2,415	–	–	0.02%	303
2025 Q3	$160K	Hold	2,415	–	–	0.02%	309
2025 Q2	$153K	Hold	2,415	–	–	0.02%	309
2025 Q1	$140K	Hold	2,415	–	–	0.02%	313
2024 Q4	$127K	Hold	2,415	–	–	0.02%	322
2024 Q3	$139K	Hold	2,415	–	–	0.03%	298
2024 Q2	$130K	Hold	2,415	–	–	0.03%	278
2024 Q1	$132K	Hold	2,415	–	–	0.04%	256
2023 Q4	$127K	Hold	2,415	–	–	0.04%	241
2023 Q3	$117K	Hold	2,415	–	–	0.05%	218
2023 Q2	$121K	Hold	2,415	–	–	0.05%	213
2023 Q1	$120K	Hold	2,415	–	–	0.05%	199
2022 Q4	$114K	Hold	2,415	–	–	0.05%	203
2022 Q3	$97K	Hold	2,415	–	–	0.05%	198
2022 Q2	$110K	Hold	2,415	–	–	0.05%	197
2022 Q1	$127K	Sell	2,415 -150	-6%	-$7.99K	0.05%	195
2021 Q4	$139K	Hold	2,565	–	–	0.06%	180
2021 Q3	$136K	Hold	2,565	–	–	0.06%	176
2021 Q2	$140K	Hold	2,565	–	–	0.06%	171
2021 Q1	$135K	Hold	2,565	–	–	0.07%	171
2020 Q4	$130K	Hold	2,565	–	–	0.07%	169
2020 Q3	$117K	Hold	2,565	–	–	0.07%	160
2020 Q2	$114K	Sell	2,565 -190	-7%	-$8.05K	0.07%	143
2020 Q1	$109K	Hold	2,755	–	–	0.09%	140
2019 Q4	$147K	Hold	2,755	–	–	0.09%	138
2019 Q3	$137K	Buy	2,755 +2,565	+1,350%	+$127K	0.1%	135
2019 Q2	$10K	Hold	190	–	–	0.01%	266
2019 Q1	$10K	Hold	190	–	–	0.01%	264
2018 Q4	$9K	Buy	+190	New	+$9.36K	0.01%	261

Other funds holding DWM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

Independence Bank of Kentucky's DWM Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its WisdomTree International Equity Fund (DWM) stake by 14% in Q2 2026, selling an estimated $24.6K and leaving 2,080 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #299.

Independence Bank of Kentucky first reported a position in DWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $169K in Q1 2026. 59 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Independence Bank of Kentucky held 2,080 shares of WisdomTree International Equity Fund worth $152K as of Q2 2026.
Independence Bank of Kentucky sold 335 WisdomTree International Equity Fund shares in Q2 2026, an estimated $24.6K.
WisdomTree International Equity Fund made up 0.02% of Independence Bank of Kentucky's portfolio in Q2 2026, its #299 holding.
Independence Bank of Kentucky first reported a position in WisdomTree International Equity Fund in Q4 2018 and has held it in 31 quarters since.
Independence Bank of Kentucky's WisdomTree International Equity Fund position peaked at $169K in Q1 2026.
59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.