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NBC Securities’s WisdomTree International Equity Fund DWM Stock Holding History

NBC Securities’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 		$34.2K Sell
490
-2,485
-84% -$178K ﹤0.01% 1475
2025
Q4 		$205K Buy
2,975
+164
+6% +$11K 0.02% 835
2025
Q3 		$186K Hold
2,811
– – 0.01% 867
2025
Q2 		$178K Sell
2,811
-397
-12% -$24.1K 0.01% 874
2025
Q1 		$186K Buy
3,208
+3,205
+106,833% +$180K 0.02% 806
2024
Q4 		$171 Sell
3
-3,249
-100% -$178K 0.02% 797
2024
Q3 		$187K Buy
3,252
+2
+0.1% +$111 0.02% 806
2024
Q2 		$174K Sell
3,250
-201
-6% -$11K 0.02% 796
2024
Q1 		$189K Buy
3,451
+52
+2% +$2.75K 0.02% 770
2023
Q4 		$178K Buy
3,399
+3
+0.1% +$148 0.02% 772
2023
Q3 		$164K Buy
+3,396
New +$170K 0.02% 761

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LI
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Bank of America
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VA
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UBS Group
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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