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Lowe Brockenbrough & Co’s WisdomTree International Equity Fund DWM Stock Holding History

Lowe Brockenbrough & Co’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 		$39 Hold
1
– – ﹤0.01% 329
2025
Q4 		$38 Hold
1
– – ﹤0.01% 331
2025
Q3 		$37 Hold
1
– – ﹤0.01% 334
2025
Q2 		$35 Buy
+1
New +$61 ﹤0.01% 314

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

Lowe Brockenbrough & Co's DWM Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Lowe Brockenbrough & Co first reported a position in DWM in Q2 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Lowe Brockenbrough & Co held 1 share of WisdomTree International Equity Fund worth $39 as of Q1 2026.
  • Lowe Brockenbrough & Co left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #329 holding.
  • Lowe Brockenbrough & Co first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.