LI
DWM icon

LRI Investments’s WisdomTree International Equity Fund DWM Stock Holding History

LRI Investments’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 		$28.3M Sell
386,413
-133
-0% -$9.76K 2.27% 9
2026
Q1 		$27M Hold
386,546
– – 2.39% 8
2025
Q4 		$26.6M Hold
386,546
– – 2.15% 9
2025
Q3 		$25.6M Hold
386,546
– – 2.1% 8
2025
Q2 		$24.6M Sell
386,546
-3,000
-0.8% -$182K 2.09% 9
2025
Q1 		$22.7M Sell
389,546
-1,105
-0.3% -$62.2K 2.19% 8
2024
Q4 		$20.6M Hold
390,651
– – 1.98% 7
2024
Q3 		$21M Sell
390,651
-6,315
-2% -$352K 2.04% 7
2024
Q2 		$21.3M Sell
396,966
-1,960
-0.5% -$107K 2.43% 7
2024
Q1 		$21.9M Buy
+398,926
New +$21.1M 5.52% 6

Other funds holding DWM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return