MFG
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Merit Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Merit Financial 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
Q2 		$4.39M Buy
59,906
+2,974
+5% +$218K 0.03% 472
2026
Q1 		$3.98M Buy
56,932
+9,501
+20% +$682K 0.03% 457
2025
Q4 		$3.26M Buy
47,431
+222
+0.5% +$14.9K 0.03% 476
2025
Q3 		$3.13M Buy
47,209
+291
+0.6% +$18.9K 0.03% 428
2025
Q2 		$2.98M Buy
46,918
+12,977
+38% +$788K 0.03% 407
2025
Q1 		$1.97M Buy
33,941
+6,149
+22% +$346K 0.03% 420
2024
Q4 		$1.46M Buy
27,792
+193
+0.7% +$10.6K 0.03% 416
2024
Q3 		$1.59M Buy
27,599
+140
+0.5% +$7.79K 0.04% 314
2024
Q2 		$1.48M Buy
27,459
+512
+2% +$28K 0.03% 328
2024
Q1 		$1.47M Buy
26,947
+229
+0.9% +$12.1K 0.04% 321
2023
Q4 		$1.4M Sell
26,718
-1,136
-4% -$56.1K 0.04% 250
2023
Q3 		$1.35M Buy
27,854
+1,108
+4% +$55.4K 0.04% 276
2023
Q2 		$1.34M Buy
26,746
+1,179
+5% +$59.6K 0.04% 288
2023
Q1 		$1.27M Buy
25,567
+235
+0.9% +$11.6K 0.05% 257
2022
Q4 		$1.19M Sell
25,332
-859
-3% -$38.4K 0.04% 262
2022
Q3 		$1.05M Buy
+26,191
New +$1.17M 0.05% 237

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's DWM Position: Q2 2026 in Review

Merit Financial Group increased its WisdomTree International Equity Fund (DWM) stake by 5.2% in Q2 2026, buying an estimated $218K and bringing the position to 59,906 shares worth $4.39M. The position accounts for 0.03% of the portfolio, ranked #472.

Merit Financial Group first reported a position in DWM in Q3 2022 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Merit Financial Group held 59,906 shares of WisdomTree International Equity Fund worth $4.39M as of Q2 2026.
  • Merit Financial Group bought 2,974 WisdomTree International Equity Fund shares in Q2 2026, an estimated $218K.
  • WisdomTree International Equity Fund made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #472 holding.
  • Merit Financial Group first reported a position in WisdomTree International Equity Fund in Q3 2022 and has held it in 16 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.