IF
DWM icon

Intrua Financial’s WisdomTree International Equity Fund DWM Stock Holding History

Intrua Financial’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 		$935K Buy
12,771
+135
+1% +$9.91K 0.09% 171
2026
Q1 		$883K Hold
12,636
– – 0.09% 173
2025
Q4 		$869K Buy
12,636
+375
+3% +$25.2K 0.09% 170
2025
Q3 		$812K Buy
12,261
+370
+3% +$24.1K 0.09% 179
2025
Q2 		$756K Hold
11,891
– – 0.1% 154
2025
Q1 		$692K Sell
11,891
-145
-1% -$8.16K 0.1% 146
2024
Q4 		$634K Hold
12,036
– – 0.1% 160
2024
Q3 		$693K Hold
12,036
– – 0.1% 162
2024
Q2 		$647K Hold
12,036
– – 0.1% 179
2024
Q1 		$660K Hold
12,036
– – 0.1% 195
2023
Q4 		$632K Sell
12,036
-785
-6% -$38.8K 0.09% 190
2023
Q3 		$620K Sell
12,821
-3,990
-24% -$199K 0.1% 168
2023
Q2 		$841K Sell
16,811
-71
-0.4% -$3.59K 0.14% 135
2023
Q1 		$855K Buy
+16,882
New +$837K 0.18% 121

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intrua Financial's DWM Position: Q2 2026 in Review

Intrua Financial increased its WisdomTree International Equity Fund (DWM) stake by 1.1% in Q2 2026, buying an estimated $9.91K and bringing the position to 12,771 shares worth $935K. The position accounts for 0.09% of the portfolio, ranked #171.

Intrua Financial first reported a position in DWM in Q1 2023 and has held it in 14 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Intrua Financial held 12,771 shares of WisdomTree International Equity Fund worth $935K as of Q2 2026.
  • Intrua Financial bought 135 WisdomTree International Equity Fund shares in Q2 2026, an estimated $9.91K.
  • WisdomTree International Equity Fund made up 0.09% of Intrua Financial's portfolio in Q2 2026, its #171 holding.
  • Intrua Financial first reported a position in WisdomTree International Equity Fund in Q1 2023 and has held it in 14 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.