Kingsview Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Kingsview Wealth Management’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	$645K	Hold	9,228	–	–	0.01%	816
2025 Q4	$635K	Hold	9,228	–	–	0.01%	772
2025 Q3	$611K	Hold	9,228	–	–	0.01%	745
2025 Q2	$587K	Sell	9,228 -17	-0.2%	-$1.03K	0.01%	716
2025 Q1	$538K	Hold	9,245	–	–	0.01%	705
2024 Q4	$487K	Hold	9,245	–	–	0.01%	749
2024 Q3	$532K	Hold	9,245	–	–	0.01%	693
2024 Q2	$497K	Hold	9,245	–	–	0.01%	686
2024 Q1	$507K	Hold	9,245	–	–	0.01%	663
2023 Q4	$485K	Hold	9,245	–	–	0.01%	638
2023 Q3	$447K	Buy	9,245 +1	+0%	+$50	0.02%	647
2023 Q2	$463K	Hold	9,244	–	–	0.02%	616
2023 Q1	$460K	Hold	9,244	–	–	0.02%	602
2022 Q4	$435K	Hold	9,244	–	–	0.02%	549
2022 Q3	$371K	Hold	9,244	–	–	0.02%	580
2022 Q2	$420K	Hold	9,244	–	–	0.02%	574
2022 Q1	$488K	Hold	9,244	–	–	0.02%	578
2021 Q4	$500K	Hold	9,244	–	–	0.02%	578
2021 Q3	$489K	Sell	9,244 -49	-0.5%	-$2.7K	0.02%	552
2021 Q2	$507K	Hold	9,293	–	–	0.03%	552
2021 Q1	$493K	Sell	9,293 -3	-0%	-$157	0.03%	508
2020 Q4	$471K	Hold	9,296	–	–	0.03%	455
2020 Q3	$423K	Hold	9,296	–	–	0.04%	402
2020 Q2	$412K	Buy	9,296 +41	+0.4%	+$1.74K	0.04%	372
2020 Q1	$365K	Buy	+9,255	New	+$445K	0.05%	307

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

Kingsview Wealth Management's DWM Position: Q1 2026 in Review

Kingsview Wealth Management held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 9,228 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #816.

Kingsview Wealth Management first reported a position in DWM in Q1 2020 and has held it in 25 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Kingsview Wealth Management held 9,228 shares of WisdomTree International Equity Fund worth $645K as of Q1 2026.
Kingsview Wealth Management left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #816 holding.
Kingsview Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2020 and has held it in 25 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.