&Partners’s WisdomTree International Equity Fund DWM Stock Holding History

&Partners’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	$1.81M	Buy	24,727 +473	+2%	+$34.7K	0.01%	1083
2026 Q1	$1.7M	Buy	24,254 +1	+0%	+$72	0.01%	993
2025 Q4	$1.67M	Buy	24,253 +4	+0%	+$269	0.01%	949
2025 Q3	$1.61M	Sell	24,249 -93	-0.4%	-$6.05K	0.01%	854
2025 Q2	$1.55M	Buy	24,342 +12	+0%	+$729	0.01%	778
2025 Q1	$1.42M	Sell	24,330 -849	-3%	-$47.8K	0.02%	681
2024 Q4	$1.33M	Buy	25,179 +509	+2%	+$27.9K	0.02%	649
2024 Q3	$1.42M	Buy	24,670 +1,649	+7%	+$91.8K	0.03%	443
2024 Q2	$1.24M	Buy	23,021 +15,596	+210%	+$854K	0.05%	297
2024 Q1	$407K	Hold	7,425	–	–	0.06%	307
2023 Q4	$390K	Hold	7,425	–	–	0.1%	181
2023 Q3	$359K	Hold	7,425	–	–	0.17%	111
2023 Q2	$371K	Hold	7,425	–	–	0.17%	109
2023 Q1	$369K	Hold	7,425	–	–	0.18%	108
2022 Q4	$349K	Hold	7,425	–	–	0.17%	109
2022 Q3	$298K	Buy	+7,425	New	+$333K	0.17%	118

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

&Partners's DWM Position: Q2 2026 in Review

&Partners increased its WisdomTree International Equity Fund (DWM) stake by 2% in Q2 2026, buying an estimated $34.7K and bringing the position to 24,727 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #1083.

&Partners first reported a position in DWM in Q3 2022 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

&Partners held 24,727 shares of WisdomTree International Equity Fund worth $1.81M as of Q2 2026.
&Partners bought 473 WisdomTree International Equity Fund shares in Q2 2026, an estimated $34.7K.
WisdomTree International Equity Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1083 holding.
&Partners first reported a position in WisdomTree International Equity Fund in Q3 2022 and has held it in 16 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.