Institute for Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Institute for Wealth Management’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	$98.8K	Buy	+1,350	New	+$99.1K	0.01%	685
2020 Q1	–	Sell	-2,930	Closed	-$157K	–	443
2019 Q4	$157K	Buy	+2,930	New	+$151K	0.04%	438

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Institute for Wealth Management's DWM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree International Equity Fund (DWM) in Q2 2026: 1,350 shares worth $98.8K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DWM as recently as Q4 2019.

Institute for Wealth Management first reported a position in DWM in Q4 2019 and has held it in 2 quarters since. The position peaked at $157K in Q4 2019. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Institute for Wealth Management held 1,350 shares of WisdomTree International Equity Fund worth $98.8K as of Q2 2026.
WisdomTree International Equity Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree International Equity Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #685 holding.
Institute for Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's WisdomTree International Equity Fund position peaked at $157K in Q4 2019.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.