JTC Employer Solutions Trustee’s WisdomTree International Equity Fund DWM Stock Holding History

JTC Employer Solutions Trustee’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	$295K	Hold	4,226	–	–	0.02%	119
2025 Q4	$291K	Hold	4,226	–	–	0.02%	125
2025 Q3	$280K	Hold	4,226	–	–	0.02%	119
2025 Q2	$268K	Hold	4,226	–	–	0.03%	115
2025 Q1	$246K	Hold	4,226	–	–	0.02%	121
2024 Q4	$223K	Hold	4,226	–	–	0.02%	122
2024 Q3	$243K	Hold	4,226	–	–	0.02%	120
2024 Q2	$227K	Hold	4,226	–	–	0.02%	122
2024 Q1	$232K	Hold	4,226	–	–	0.01%	122
2023 Q4	$221K	Hold	4,226	–	–	0.02%	122
2023 Q3	$204K	Hold	4,226	–	–	0.02%	127
2023 Q2	$211K	Hold	4,226	–	–	0.02%	127
2023 Q1	$210K	Hold	4,226	–	–	0.02%	127
2022 Q4	$199K	Hold	4,226	–	–	0.02%	129
2022 Q3	$170K	Hold	4,226	–	–	0.03%	127
2022 Q2	$192K	Hold	4,226	–	–	0.03%	101
2022 Q1	$223K	Hold	4,226	–	–	0.02%	102
2021 Q4	$228K	Hold	4,226	–	–	0.03%	100
2021 Q3	$223K	Hold	4,226	–	–	0.03%	97
2021 Q2	$230K	Buy	+4,226	New	+$232K	0.03%	86

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

JTC Employer Solutions Trustee's DWM Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 4,226 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #119.

JTC Employer Solutions Trustee first reported a position in DWM in Q2 2021 and has held it in 20 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

JTC Employer Solutions Trustee held 4,226 shares of WisdomTree International Equity Fund worth $295K as of Q1 2026.
JTC Employer Solutions Trustee left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #119 holding.
JTC Employer Solutions Trustee first reported a position in WisdomTree International Equity Fund in Q2 2021 and has held it in 20 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.