LPL Financial
DWMF icon

LPL Financial’s WisdomTree International Multifactor Fund DWMF Stock Holding History

LPL Financial’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.23M Sell
97,249
-6,445
-6% -$218K ﹤0.01% 3276
2026
Q2 		$3.52M Buy
103,694
+8,443
+9% +$286K ﹤0.01% 3133
2026
Q1 		$3.21M Sell
95,251
-3,301
-3% -$112K ﹤0.01% 3043
2025
Q4 		$3.21M Sell
98,552
-35,999
-27% -$1.16M ﹤0.01% 2941
2025
Q3 		$4.29M Buy
134,551
+3,848
+3% +$122K ﹤0.01% 2609
2025
Q2 		$4.11M Sell
130,703
-24,591
-16% -$753K ﹤0.01% 2476
2025
Q1 		$4.54M Buy
155,294
+374
+0.2% +$10.5K ﹤0.01% 2234
2024
Q4 		$4.17M Buy
154,920
+5,676
+4% +$155K ﹤0.01% 2225
2024
Q3 		$4.21M Buy
149,244
+108,605
+267% +$2.97M ﹤0.01% 2133
2024
Q2 		$1.06M Buy
40,639
+23,433
+136% +$621K ﹤0.01% 3193
2024
Q1 		$457K Buy
17,206
+3,375
+24% +$86.5K ﹤0.01% 3868
2023
Q4 		$350K Buy
13,831
+1,353
+11% +$33.5K ﹤0.01% 3972
2023
Q3 		$307K Buy
12,478
+232
+2% +$5.78K ﹤0.01% 3904
2023
Q2 		$308K Sell
12,246
-868
-7% -$22.1K ﹤0.01% 3828
2023
Q1 		$328K Sell
13,114
-1,644
-11% -$40.4K ﹤0.01% 3670
2022
Q4 		$351K Buy
14,758
+200
+1% +$4.66K ﹤0.01% 3542
2022
Q3 		$316K Sell
14,558
-570
-4% -$13.4K ﹤0.01% 3533
2022
Q2 		$356K Buy
+15,128
New +$372K ﹤0.01% 3484

Other funds holding DWMF

Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
EPG Wealth Management
EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

LPL Financial's DWMF Position: Q3 2026 in Review

LPL Financial reduced its WisdomTree International Multifactor Fund (DWMF) stake by 6.2% in Q3 2026, selling an estimated $218K and leaving 97,249 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

LPL Financial first reported a position in DWMF in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.54M in Q1 2025. 8 funds tracked by Wall St. Rank hold DWMF as of Q3 2026.

  • LPL Financial held 97,249 shares of WisdomTree International Multifactor Fund worth $3.23M as of Q3 2026.
  • LPL Financial sold 6,445 WisdomTree International Multifactor Fund shares in Q3 2026, an estimated $218K.
  • WisdomTree International Multifactor Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3276 holding.
  • LPL Financial first reported a position in WisdomTree International Multifactor Fund in Q2 2022 and has held it in 18 quarters since.
  • LPL Financial's WisdomTree International Multifactor Fund position peaked at $4.54M in Q1 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.