NWM
DWMF icon

Nova Wealth Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Nova Wealth Management’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Sell
6,480
-405
-6% -$13.7K 0.12% 133
2026
Q1 		$232K Sell
6,885
-2,713
-28% -$91.9K 0.15% 125
2025
Q4 		$312K Sell
9,598
-114
-1% -$3.67K 0.21% 102
2025
Q3 		$310K Buy
9,712
+726
+8% +$23.1K 0.22% 100
2025
Q2 		$282K Buy
8,986
+7,307
+435% +$224K 0.21% 107
2025
Q1 		$49K Buy
+1,679
New +$47.3K 0.04% 195

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Nova Wealth Management's DWMF Position: Q2 2026 in Review

Nova Wealth Management reduced its WisdomTree International Multifactor Fund (DWMF) stake by 5.9% in Q2 2026, selling an estimated $13.7K and leaving 6,480 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #133.

Nova Wealth Management first reported a position in DWMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 10 funds tracked by Wall St. Rank hold DWMF as of Q2 2026.

  • Nova Wealth Management held 6,480 shares of WisdomTree International Multifactor Fund worth $220K as of Q2 2026.
  • Nova Wealth Management sold 405 WisdomTree International Multifactor Fund shares in Q2 2026, an estimated $13.7K.
  • WisdomTree International Multifactor Fund made up 0.12% of Nova Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Nova Wealth Management first reported a position in WisdomTree International Multifactor Fund in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's WisdomTree International Multifactor Fund position peaked at $312K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.