Insight Wealth Strategies’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Insight Wealth Strategies’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$340K	Buy	10,258 +544	+6%	+$18.4K	0.03%	149
2026 Q2	$328K	Buy	9,714 +470	+5%	+$15.9K	0.03%	150
2026 Q1	$311K	Buy	9,244 +1,209	+15%	+$41K	0.03%	151
2025 Q4	$261K	Buy	8,035 +430	+6%	+$13.9K	0.03%	156
2025 Q3	$243K	Buy	7,605 +44	+0.6%	+$1.4K	0.03%	164
2025 Q2	$238K	Buy	+7,561	New	+$232K	0.03%	154
2021 Q1	–	Sell	-13,312	Closed	-$329K	–	223
2020 Q4	$329K	Sell	13,312 -2,794	-17%	-$67.9K	0.06%	156
2020 Q3	$386K	Buy	16,106 +84	+0.5%	+$2.01K	0.07%	119
2020 Q2	$373K	Buy	16,022 +1,403	+10%	+$31.4K	0.08%	108
2020 Q1	$306K	Buy	14,619 +2,011	+16%	+$48.6K	0.08%	110
2019 Q4	$323K	Buy	12,608 +2,281	+22%	+$57.6K	0.07%	166
2019 Q3	$257K	Buy	+10,327	New	+$254K	0.06%	168

Other funds holding DWMF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Sankala Group Lyons, Colorado $153M AUM 13.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Insight Wealth Strategies's DWMF Position: Q3 2026 in Review

Insight Wealth Strategies increased its WisdomTree International Multifactor Fund (DWMF) stake by 5.6% in Q3 2026, buying an estimated $18.4K and bringing the position to 10,258 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #149.

Insight Wealth Strategies first reported a position in DWMF in Q3 2019 and has held it in 12 quarters since. The position peaked at $386K in Q3 2020. 12 funds tracked by Wall St. Rank hold DWMF as of Q3 2026.

Insight Wealth Strategies held 10,258 shares of WisdomTree International Multifactor Fund worth $340K as of Q3 2026.
Insight Wealth Strategies bought 544 WisdomTree International Multifactor Fund shares in Q3 2026, an estimated $18.4K.
WisdomTree International Multifactor Fund made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #149 holding.
Insight Wealth Strategies first reported a position in WisdomTree International Multifactor Fund in Q3 2019 and has held it in 12 quarters since.
Insight Wealth Strategies's WisdomTree International Multifactor Fund position peaked at $386K in Q3 2020.
12 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.