Integrated Wealth Concepts
DWM icon

Integrated Wealth Concepts’s WisdomTree International Equity Fund DWM Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-1,013
Closed -$67.1K – 1740
2025
Q3 		$67.1K Buy
+1,013
New +$65.9K ﹤0.01% 1936

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $67.3B AUM 21.9% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Integrated Wealth Concepts's DWM Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 1,013 shares — an estimated $67.1K sold.

Integrated Wealth Concepts first reported a position in DWM in Q3 2025 and held it in 1 quarter. The position peaked at $67.1K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,013 WisdomTree International Equity Fund shares in Q4 2025, an estimated $67.1K.
  • Integrated Wealth Concepts first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's WisdomTree International Equity Fund position peaked at $67.1K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.