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

Medallion 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
2026
Q1 		$4.26K Hold
61
– – ﹤0.01% 904
2025
Q4 		$4.19K Hold
61
– – ﹤0.01% 892
2025
Q3 		$4.04K Hold
61
– – ﹤0.01% 888
2025
Q2 		$3.88K Hold
61
– – ﹤0.01% 874
2025
Q1 		$3.55K Hold
61
– – ﹤0.01% 840
2024
Q4 		$3.55K Buy
+61
New +$3.35K ﹤0.01% 782

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Medallion Wealth Advisors's DWM Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 61 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Medallion Wealth Advisors first reported a position in DWM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Medallion Wealth Advisors held 61 shares of WisdomTree International Equity Fund worth $4.26K as of Q1 2026.
  • Medallion Wealth Advisors left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #904 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.