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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Intrua Financial's DWM Position: Q1 2026 in Review

Intrua Financial held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 12,636 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #173.

Intrua Financial first reported a position in DWM in Q1 2023 and has held it in 13 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Intrua Financial held 12,636 shares of WisdomTree International Equity Fund worth $883K as of Q1 2026.
Intrua Financial left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.09% of Intrua Financial's portfolio in Q1 2026, its #173 holding.
Intrua Financial first reported a position in WisdomTree International Equity Fund in Q1 2023 and has held it in 13 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.