Kondo Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Kondo Wealth Advisors’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	$1.13M	Sell	15,412 -243	-2%	-$17.8K	0.38%	24
2026 Q1	$1.09M	Sell	15,655 -452	-3%	-$32.4K	0.41%	23
2025 Q4	$1.11M	Sell	16,107 -1,216	-7%	-$81.6K	0.42%	24
2025 Q3	$1.15M	Buy	17,323 +19	+0.1%	+$1.24K	0.46%	25
2025 Q2	$1.1M	Sell	17,304 -866	-5%	-$52.6K	0.49%	24
2025 Q1	$1.06M	Buy	18,170 +176	+1%	+$9.91K	0.52%	21
2024 Q4	$948K	Buy	+17,994	New	+$988K	0.48%	26

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

Kondo Wealth Advisors's DWM Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 1.6% in Q2 2026, selling an estimated $17.8K and leaving 15,412 shares worth $1.13M. The position accounts for 0.38% of the portfolio, ranked #24.

Kondo Wealth Advisors first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Kondo Wealth Advisors held 15,412 shares of WisdomTree International Equity Fund worth $1.13M as of Q2 2026.
Kondo Wealth Advisors sold 243 WisdomTree International Equity Fund shares in Q2 2026, an estimated $17.8K.
WisdomTree International Equity Fund made up 0.38% of Kondo Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Kondo Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's WisdomTree International Equity Fund position peaked at $1.15M in Q3 2025.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.