KFP
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KMG Fiduciary Partners’s WisdomTree International Equity Fund DWM Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-9,747
Closed -$681K – 223
2026
Q1 		$681K Sell
9,747
-3,284
-25% -$236K 0.05% 184
2025
Q4 		$896K Buy
13,031
+87
+0.7% +$5.84K 0.06% 169
2025
Q3 		$857K Buy
12,944
+377
+3% +$24.5K 0.06% 198
2025
Q2 		$799K Buy
12,567
+1,189
+10% +$72.2K 0.06% 201
2025
Q1 		$662K Buy
11,378
+48
+0.4% +$2.7K 0.06% 208
2024
Q4 		$597K Buy
11,330
+73
+0.6% +$4.01K 0.05% 209
2024
Q3 		$648K Buy
11,257
+52
+0.5% +$2.9K 0.06% 198
2024
Q2 		$602K Buy
11,205
+194
+2% +$10.6K 0.06% 174
2024
Q1 		$603K Buy
11,011
+60
+0.5% +$3.17K 0.06% 167
2023
Q4 		$575K Buy
10,951
+73
+0.7% +$3.6K 0.07% 172
2023
Q3 		$526K Buy
10,878
+68
+0.6% +$3.4K 0.07% 167
2023
Q2 		$541K Buy
10,810
+199
+2% +$10.1K 0.07% 168
2023
Q1 		$528K Buy
10,611
+114
+1% +$5.65K 0.08% 171
2022
Q4 		$494K Buy
10,497
+64
+0.6% +$2.86K 0.08% 166
2022
Q3 		$419K Buy
10,433
+85
+0.8% +$3.81K 0.08% 146
2022
Q2 		$470K Buy
10,348
+217
+2% +$10.8K 0.09% 144
2022
Q1 		$534K Buy
10,131
+169
+2% +$9K 0.09% 146
2021
Q4 		$539K Buy
9,962
+212
+2% +$11.4K 0.08% 134
2021
Q3 		$516K Buy
9,750
+390
+4% +$21.5K 0.09% 129
2021
Q2 		$510K Buy
9,360
+394
+4% +$21.7K 0.09% 131
2021
Q1 		$471K Buy
8,966
+198
+2% +$10.3K 0.09% 128
2020
Q4 		$451K Buy
8,768
+52
+0.6% +$2.49K 0.1% 125
2020
Q3 		$396K Buy
8,716
+66
+0.8% +$3.05K 0.1% 116
2020
Q2 		$383K Buy
8,650
+176
+2% +$7.46K 0.11% 106
2020
Q1 		$335K Buy
+8,474
New +$408K 0.11% 102

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KMG Fiduciary Partners's DWM Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 9,747 shares — an estimated $681K sold.

KMG Fiduciary Partners first reported a position in DWM in Q1 2020 and held it in 25 quarters. The position peaked at $896K in Q4 2025. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 9,747 WisdomTree International Equity Fund shares in Q2 2026, an estimated $681K.
  • KMG Fiduciary Partners first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's WisdomTree International Equity Fund position peaked at $896K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.