Mather Group
DWM icon

Mather Group’s WisdomTree International Equity Fund DWM Stock Holding History

Mather Group’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
Q3 		$125K Buy
+1,695
New +$127K ﹤0.01% 901
2024
Q3 		– Sell
-200
Closed -$11K – 1839
2024
Q2 		$11K Buy
+200
New +$10.9K ﹤0.01% 1432

Other funds holding DWM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's DWM Position: Q3 2026 in Review

Mather Group opened a new position in WisdomTree International Equity Fund (DWM) in Q3 2026: 1,695 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Mather Group previously reported a position in DWM as recently as Q2 2024.

Mather Group first reported a position in DWM in Q2 2024 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • Mather Group held 1,695 shares of WisdomTree International Equity Fund worth $125K as of Q3 2026.
  • WisdomTree International Equity Fund was a new Mather Group position in Q3 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #901 holding.
  • Mather Group first reported a position in WisdomTree International Equity Fund in Q2 2024 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.