Kestra Private Wealth Services’s WisdomTree International Equity Fund DWM Stock Holding History

Kestra Private Wealth Services’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	$441K	Sell	6,026 -2,842	-32%	-$209K	﹤0.01%	1316
2026 Q1	$620K	Buy	8,868 +1,709	+24%	+$123K	0.01%	1091
2025 Q4	$492K	Buy	7,159 +2,386	+50%	+$160K	0.01%	1173
2025 Q3	$316K	Buy	4,773 +523	+12%	+$34K	﹤0.01%	1331
2025 Q2	$270K	Buy	+4,250	New	+$258K	﹤0.01%	1338

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

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

Kestra Private Wealth Services's DWM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree International Equity Fund (DWM) stake by 32% in Q2 2026, selling an estimated $209K and leaving 6,026 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Kestra Private Wealth Services first reported a position in DWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $620K in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Kestra Private Wealth Services held 6,026 shares of WisdomTree International Equity Fund worth $441K as of Q2 2026.
Kestra Private Wealth Services sold 2,842 WisdomTree International Equity Fund shares in Q2 2026, an estimated $209K.
WisdomTree International Equity Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1316 holding.
Kestra Private Wealth Services first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's WisdomTree International Equity Fund position peaked at $620K in Q1 2026.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.