NewEdge Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

NewEdge 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 Q2	$413K	Buy	5,639 +70	+1%	+$5.14K	﹤0.01%	2271
2026 Q1	$389K	Buy	5,569 +445	+9%	+$31.9K	﹤0.01%	2167
2025 Q4	$352K	Buy	5,124 +32	+0.6%	+$2.15K	﹤0.01%	2203
2025 Q3	$337K	Buy	5,092 +5,026	+7,615%	+$327K	﹤0.01%	2091
2025 Q2	$4.2K	Hold	66	–	–	﹤0.01%	3453
2025 Q1	$3.84K	Hold	66	–	–	﹤0.01%	3367
2024 Q4	$3.48K	Buy	+66	New	+$3.62K	﹤0.01%	3328
2023 Q1	–	Sell	-294	Closed	-$13.8K	–	3601
2022 Q4	$13.8K	Buy	+294	New	+$13.1K	﹤0.01%	2260

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors's DWM Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree International Equity Fund (DWM) stake by 1.3% in Q2 2026, buying an estimated $5.14K and bringing the position to 5,639 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

NewEdge Advisors first reported a position in DWM in Q4 2022 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

NewEdge Advisors held 5,639 shares of WisdomTree International Equity Fund worth $413K as of Q2 2026.
NewEdge Advisors bought 70 WisdomTree International Equity Fund shares in Q2 2026, an estimated $5.14K.
WisdomTree International Equity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2271 holding.
NewEdge Advisors first reported a position in WisdomTree International Equity Fund in Q4 2022 and has held it in 8 quarters since.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.