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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

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
NC
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. 62 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.
  • 62 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.