NewSquare Capital’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
Q2 | $5.8M | Buy |
79,206
+2,837
| +4% | +$208K | 0.43% | 72 |
|
|
2026
Q1 | $5.34M | Buy |
76,369
+2,700
| +4% | +$194K | 0.46% | 75 |
|
|
2025
Q4 | $5.07M | Buy |
73,669
+6,714
| +10% | +$451K | 0.45% | 68 |
|
|
2025
Q3 | $4.43M | Buy |
66,955
+631
| +1% | +$41K | 0.3% | 97 |
|
|
2025
Q2 | $4.22M | Buy |
66,324
+2,876
| +5% | +$175K | 0.31% | 93 |
|
|
2025
Q1 | $3.69M | Buy |
63,448
+98
| +0.2% | +$5.52K | 0.3% | 96 |
|
|
2024
Q4 | $3.34M | Buy |
63,350
+3,816
| +6% | +$209K | 0.27% | 102 |
|
|
2024
Q3 | $3.43M | Buy |
59,534
+254
| +0.4% | +$14.1K | 0.27% | 102 |
|
|
2024
Q2 | $3.18M | Buy |
59,280
+955
| +2% | +$52.3K | 0.27% | 98 |
|
|
2024
Q1 | $3.2M | Buy |
58,325
+14,395
| +33% | +$761K | 0.28% | 98 |
|
|
2023
Q4 | $2.31M | Sell |
43,930
-8,010
| -15% | -$395K | 0.22% | 104 |
|
|
2023
Q3 | $2.51M | Buy |
51,940
+390
| +0.8% | +$19.5K | 0.27% | 97 |
|
|
2023
Q2 | $2.58M | Buy |
51,550
+245
| +0.5% | +$12.4K | 0.27% | 103 |
|
|
2023
Q1 | $2.55M | Buy |
51,305
+2,044
| +4% | +$101K | 0.3% | 103 |
|
|
2022
Q4 | $2.32M | Buy |
49,261
+1,280
| +3% | +$57.2K | 0.29% | 98 |
|
|
2022
Q3 | $1.93M | Buy |
47,981
+1,790
| +4% | +$80.2K | 0.24% | 102 |
|
|
2022
Q2 | $2.1M | Buy |
46,191
+1,245
| +3% | +$61.9K | 0.27% | 98 |
|
|
2022
Q1 | $2.37M | Buy |
44,946
+13,546
| +43% | +$721K | 0.25% | 104 |
|
|
2021
Q4 | $1.7M | Buy |
31,400
+11,465
| +58% | +$614K | 0.18% | 107 |
|
|
2021
Q3 | $1.05M | Buy |
19,935
+1,860
| +10% | +$103K | 0.12% | 119 |
|
|
2021
Q2 | $985K | Buy |
18,075
+1,995
| +12% | +$110K | 0.12% | 120 |
|
|
2021
Q1 | $846K | Buy |
16,080
+2,595
| +19% | +$135K | 0.11% | 116 |
|
|
2020
Q4 | $683K | Buy |
13,485
+8,040
| +148% | +$385K | 0.1% | 119 |
|
|
2020
Q3 | $248K | Buy |
5,445
+2,140
| +65% | +$98.8K | 0.04% | 128 |
|
|
2020
Q2 | $146K | Buy |
+3,305
| New | +$140K | 0.02% | 139 |
|
|
2014
Q4 | – | Sell |
-60,950
| Closed | -$3.19M | – | 328 |
|
|
2014
Q3 | $3.19M | Sell |
60,950
-4,110
| -6% | -$225K | 1.13% | 33 |
|
|
2014
Q2 | $3.64M | Sell |
65,060
-2,191
| -3% | -$122K | 1.31% | 31 |
|
|
2014
Q1 | $3.68M | Buy |
67,251
+31,435
| +88% | +$1.69M | 1.48% | 23 |
|
|
2013
Q4 | $1.95M | Sell |
35,816
-3,785
| -10% | -$201K | 0.94% | 28 |
|
|
2013
Q3 | $2.05M | Sell |
39,601
-1,905
| -5% | -$94.2K | 0.98% | 27 |
|
|
2013
Q2 | $1.91M | Buy |
+41,506
| New | +$2.03M | 0.94% | 30 |
|
Other funds holding DWM
LI
VA
FTUS
NewSquare Capital's DWM Position: Q2 2026 in Review
NewSquare Capital increased its WisdomTree International Equity Fund (DWM) stake by 3.7% in Q2 2026, buying an estimated $208K and bringing the position to 79,206 shares worth $5.8M. The position accounts for 0.43% of the portfolio, ranked #72.
NewSquare Capital first reported a position in DWM in Q2 2013 and has held it in 31 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.
- NewSquare Capital held 79,206 shares of WisdomTree International Equity Fund worth $5.8M as of Q2 2026.
- NewSquare Capital bought 2,837 WisdomTree International Equity Fund shares in Q2 2026, an estimated $208K.
- WisdomTree International Equity Fund made up 0.43% of NewSquare Capital's portfolio in Q2 2026, its #72 holding.
- NewSquare Capital first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 31 quarters since.
- 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.
Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.