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

Litman Gregory 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
2025 Q4	$481K	Hold	7,000	–	–	0.04%	102
2025 Q3	$464K	Hold	7,000	–	–	0.03%	103
2025 Q2	$445K	Hold	7,000	–	–	0.04%	99
2025 Q1	$407K	Hold	7,000	–	–	0.03%	100
2024 Q4	$369K	Hold	7,000	–	–	0.03%	101
2024 Q3	$403K	Hold	7,000	–	–	0.03%	99
2024 Q2	$376K	Hold	7,000	–	–	0.03%	102
2024 Q1	$384K	Hold	7,000	–	–	0.03%	102
2023 Q4	$368K	Hold	7,000	–	–	0.03%	98
2023 Q3	$338K	Hold	7,000	–	–	0.03%	101
2023 Q2	$350K	Buy	+7,000	New	+$354K	0.04%	67
2023 Q1	–	Sell	-7,000	Closed	-$329K	–	49
2022 Q4	$329K	Hold	7,000	–	–	0.05%	67
2022 Q3	$281K	Hold	7,000	–	–	0.04%	64
2022 Q2	$318K	Buy	+7,000	New	+$348K	0.05%	71
2022 Q1	–	Sell	-7,000	Closed	-$379K	–	60
2021 Q4	$379K	Hold	7,000	–	–	0.06%	62
2021 Q3	$370K	Buy	7,000 +6,618	+1,732%	+$365K	0.07%	56
2021 Q2	$382K	Sell	382 -6,618	-95%	-$364K	0.07%	57
2021 Q1	$368K	Hold	7,000	–	–	0.07%	50
2020 Q4	$354K	Hold	7,000	–	–	0.07%	50
2020 Q3	$318K	Hold	7,000	–	–	0.07%	52
2020 Q2	$310K	Sell	7,000 -4,300	-38%	-$182K	0.07%	52
2020 Q1	$446K	Hold	11,300	–	–	0.11%	43
2019 Q4	$604K	Hold	11,300	–	–	0.13%	37
2019 Q3	$562K	Hold	11,300	–	–	0.14%	37
2019 Q2	$576K	Hold	11,300	–	–	0.15%	36
2019 Q1	$572K	Hold	11,300	–	–	0.16%	37
2018 Q4	$527K	Sell	11,300 -4,000	-26%	-$197K	0.16%	37
2018 Q3	$813K	Hold	15,300	–	–	0.27%	30
2018 Q2	$807K	Hold	15,300	–	–	0.32%	24
2018 Q1	$839K	Buy	+15,300	New	+$862K	0.34%	22

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Litman Gregory Wealth Management's DWM Position: Q4 2025 in Review

Litman Gregory Wealth Management held its WisdomTree International Equity Fund (DWM) position steady in Q4 2025 at 7,000 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #102.

Litman Gregory Wealth Management first reported a position in DWM in Q1 2018 and has held it in 30 quarters since. The position peaked at $839K in Q1 2018. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

Litman Gregory Wealth Management held 7,000 shares of WisdomTree International Equity Fund worth $481K as of Q4 2025.
Litman Gregory Wealth Management left its WisdomTree International Equity Fund share count unchanged in Q4 2025.
WisdomTree International Equity Fund made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #102 holding.
Litman Gregory Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2018 and has held it in 30 quarters since.
Litman Gregory Wealth Management's WisdomTree International Equity Fund position peaked at $839K in Q1 2018.
126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.