LOWM
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Laurel Oak Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Laurel Oak 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 		$485K Buy
6,936
+2,829
+69% +$203K 0.08% 198
2025
Q4 		$282K Buy
+4,107
New +$276K 0.05% 275

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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

Laurel Oak Wealth Management's DWM Position: Q1 2026 in Review

Laurel Oak Wealth Management increased its WisdomTree International Equity Fund (DWM) stake by 69% in Q1 2026, buying an estimated $203K and bringing the position to 6,936 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #198.

Laurel Oak Wealth Management first reported a position in DWM in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Laurel Oak Wealth Management held 6,936 shares of WisdomTree International Equity Fund worth $485K as of Q1 2026.
  • Laurel Oak Wealth Management bought 2,829 WisdomTree International Equity Fund shares in Q1 2026, an estimated $203K.
  • WisdomTree International Equity Fund made up 0.08% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Laurel Oak Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.