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

New Perspectives Inc’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	$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

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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

New Perspectives Inc's DWM Position: Q2 2026 in Review

New Perspectives Inc held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 4,175 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #39.

New Perspectives Inc first reported a position in DWM in Q1 2024 and has held it in 10 quarters since. 35 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

New Perspectives Inc held 4,175 shares of WisdomTree International Equity Fund worth $306K as of Q2 2026.
New Perspectives Inc left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
WisdomTree International Equity Fund made up 0.09% of New Perspectives Inc's portfolio in Q2 2026, its #39 holding.
New Perspectives Inc first reported a position in WisdomTree International Equity Fund in Q1 2024 and has held it in 10 quarters since.
35 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.