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

Lowe 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
2025 Q3	$21.2K	Hold	320	–	–	0.01%	203
2025 Q2	$20.3K	Hold	320	–	–	0.01%	200
2025 Q1	$18.6K	Buy	+320	New	+$18K	0.01%	199
2019 Q2	–	Sell	-25	Closed	-$1K	–	294
2019 Q1	$1K	Buy	+25	New	+$1.24K	﹤0.01%	247

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

KAS

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Lowe Wealth Advisors's DWM Position: Q3 2025 in Review

Lowe Wealth Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q3 2025 at 320 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #203.

Lowe Wealth Advisors first reported a position in DWM in Q1 2019 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold DWM as of Q3 2025.

Lowe Wealth Advisors held 320 shares of WisdomTree International Equity Fund worth $21.2K as of Q3 2025.
Lowe Wealth Advisors left its WisdomTree International Equity Fund share count unchanged in Q3 2025.
WisdomTree International Equity Fund made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #203 holding.
Lowe Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q1 2019 and has held it in 4 quarters since.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.