MWM
DWM icon

Modera Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Modera Wealth Management’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 		$830K Hold
11,879
– – 0.01% 351
2025
Q4 		$817K Hold
11,879
– – 0.01% 359
2025
Q3 		$787K Hold
11,879
– – 0.01% 371
2025
Q2 		$755K Hold
11,879
– – 0.01% 369
2025
Q1 		$691K Hold
11,879
– – 0.01% 370
2024
Q4 		$626K Hold
11,879
– – 0.01% 396
2024
Q3 		$684K Sell
11,879
-565
-5% -$31.5K 0.01% 360
2024
Q2 		$668K Sell
12,444
-537
-4% -$29.4K 0.01% 348
2024
Q1 		$711K Hold
12,981
– – 0.01% 347
2023
Q4 		$682K Hold
12,981
– – 0.01% 336
2023
Q3 		$628K Sell
12,981
-2,009
-13% -$100K 0.01% 332
2023
Q2 		$750K Buy
14,990
+8,285
+124% +$419K 0.01% 324
2023
Q1 		$333K Hold
6,705
– – 0.01% 270
2022
Q4 		$315K Buy
+6,705
New +$300K 0.01% 276
2022
Q3 		– Sell
-8,291
Closed -$377K – 322
2022
Q2 		$377K Buy
8,291
+635
+8% +$31.6K 0.02% 228
2022
Q1 		$404K Hold
7,656
– – 0.02% 236
2021
Q4 		$414K Buy
7,656
+225
+3% +$12.1K 0.02% 321
2021
Q3 		$393K Buy
7,431
+618
+9% +$34.1K 0.02% 172
2021
Q2 		$371K Hold
6,813
– – 0.02% 167
2021
Q1 		$358K Buy
6,813
+1,000
+17% +$52.2K 0.02% 166
2020
Q4 		$294K Buy
+5,813
New +$279K 0.02% 182

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 $26.4B AUM 21.05% 1-Year Est. Return

Modera Wealth Management's DWM Position: Q1 2026 in Review

Modera Wealth Management held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 11,879 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #351.

Modera Wealth Management first reported a position in DWM in Q4 2020 and has held it in 21 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Modera Wealth Management held 11,879 shares of WisdomTree International Equity Fund worth $830K as of Q1 2026.
  • Modera Wealth Management left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Modera Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2020 and has held it in 21 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.