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 Q2	$676K	Buy	9,229 +1	+0%	+$73	0.01%	872
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 $1.89T 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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingsview Wealth Management's DWM Position: Q2 2026 in Review

Kingsview Wealth Management increased its WisdomTree International Equity Fund (DWM) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 9,229 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #872.

Kingsview Wealth Management first reported a position in DWM in Q1 2020 and has held it in 26 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Kingsview Wealth Management held 9,229 shares of WisdomTree International Equity Fund worth $676K as of Q2 2026.
Kingsview Wealth Management bought 1 WisdomTree International Equity Fund share in Q2 2026, an estimated $73.
WisdomTree International Equity Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #872 holding.
Kingsview Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2020 and has held it in 26 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.