New Perspectives Inc’s WisdomTree International Equity Fund DWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$307K Hold
4,175
– – 0.09% 36
2026
Q2
$306K Hold
4,175
– – 0.09% 39
2026
Q1
$292K Hold
4,175
– – 0.1% 35
2025
Q4
$287K Hold
4,175
– – 0.1% 36
2025
Q3
$276K Hold
4,175
– – 0.12% 34
2025
Q2
$265K Hold
4,175
– – 0.13% 31
2025
Q1
$243K Hold
4,175
– – 0.13% 31
2024
Q4
$220K Hold
4,175
– – 0.12% 33
2024
Q3
$240K Hold
4,175
– – 0.13% 31
2024
Q2
$224K Hold
4,175
– – 0.12% 26
2024
Q1
$229K Buy
+4,175
New +$221K 0.13% 26

Other funds holding DWM

New Perspectives Inc's DWM Position: Q3 2026 in Review

New Perspectives Inc held its WisdomTree International Equity Fund (DWM) position steady in Q3 2026 at 4,175 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #36.

New Perspectives Inc first reported a position in DWM in Q1 2024 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • New Perspectives Inc held 4,175 shares of WisdomTree International Equity Fund worth $307K as of Q3 2026.
  • New Perspectives Inc left its WisdomTree International Equity Fund share count unchanged in Q3 2026.
  • WisdomTree International Equity Fund made up 0.09% of New Perspectives Inc's portfolio in Q3 2026, its #36 holding.
  • New Perspectives Inc first reported a position in WisdomTree International Equity Fund in Q1 2024 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.