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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

NewEdge Advisors's DWM Position: Q1 2026 in Review

NewEdge Advisors increased its WisdomTree International Equity Fund (DWM) stake by 8.7% in Q1 2026, buying an estimated $31.9K and bringing the position to 5,569 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

NewEdge Advisors first reported a position in DWM in Q4 2022 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • NewEdge Advisors held 5,569 shares of WisdomTree International Equity Fund worth $389K as of Q1 2026.
  • NewEdge Advisors bought 445 WisdomTree International Equity Fund shares in Q1 2026, an estimated $31.9K.
  • WisdomTree International Equity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2167 holding.
  • NewEdge Advisors first reported a position in WisdomTree International Equity Fund in Q4 2022 and has held it in 7 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.