New World Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

New World Advisors’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	$370K	Sell	5,299 -407	-7%	-$29.2K	0.07%	46
2025 Q4	$392K	Buy	5,706 +45	+0.8%	+$3.02K	0.07%	46
2025 Q3	$375K	Buy	5,661 +7	+0.1%	+$455	0.07%	49
2025 Q2	$359K	Buy	5,654 +703	+14%	+$42.7K	0.08%	45
2025 Q1	$288K	Buy	4,951 +514	+12%	+$28.9K	0.07%	61
2024 Q4	$234K	Sell	4,437 -17	-0.4%	-$933	0.06%	62
2024 Q3	$256K	Buy	4,454 +283	+7%	+$15.8K	0.07%	62
2024 Q2	$224K	Buy	+4,171	New	+$228K	0.06%	63

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

New World Advisors's DWM Position: Q1 2026 in Review

New World Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 7.1% in Q1 2026, selling an estimated $29.2K and leaving 5,299 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #46.

New World Advisors first reported a position in DWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $392K in Q4 2025. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

New World Advisors held 5,299 shares of WisdomTree International Equity Fund worth $370K as of Q1 2026.
New World Advisors sold 407 WisdomTree International Equity Fund shares in Q1 2026, an estimated $29.2K.
WisdomTree International Equity Fund made up 0.07% of New World Advisors's portfolio in Q1 2026, its #46 holding.
New World Advisors first reported a position in WisdomTree International Equity Fund in Q2 2024 and has held it in 8 quarters since.
New World Advisors's WisdomTree International Equity Fund position peaked at $392K in Q4 2025.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.