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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
Q2 		$40 Hold
1
– – ﹤0.01% 341
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 $1.89T 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
VA
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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Brockenbrough & Co's DWM Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 1 share worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lowe Brockenbrough & Co first reported a position in DWM in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Lowe Brockenbrough & Co held 1 share of WisdomTree International Equity Fund worth $40 as of Q2 2026.
  • Lowe Brockenbrough & Co left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #341 holding.
  • Lowe Brockenbrough & Co first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.