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 Q2	–	Sell	-61	Closed	-$4.26K	–	1240
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Medallion Wealth Advisors's DWM Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 61 shares — an estimated $4.26K sold.

Medallion Wealth Advisors first reported a position in DWM in Q4 2024 and held it in 6 quarters. The position peaked at $4.26K in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Medallion Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 61 WisdomTree International Equity Fund shares in Q2 2026, an estimated $4.26K.
Medallion Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's WisdomTree International Equity Fund position peaked at $4.26K in Q1 2026.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.