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Principal Securities’s WisdomTree International Equity Fund DWM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-115
Closed -$7.62K – 1918
2025
Q3 		$7.62K Hold
115
– – ﹤0.01% 2820
2025
Q2 		$7.31K Hold
115
– – ﹤0.01% 2751
2025
Q1 		$6.06K Hold
115
– – ﹤0.01% 2710
2024
Q4 		$6.06K Hold
115
– – ﹤0.01% 2707
2024
Q3 		$6.62K Hold
115
– – ﹤0.01% 2578
2024
Q2 		$6.18K Hold
115
– – ﹤0.01% 2570
2024
Q1 		$6.3K Hold
115
– – ﹤0.01% 2513
2023
Q4 		$6.04K Buy
+115
New +$5.68K ﹤0.01% 2463

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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

Principal Securities's DWM Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 115 shares — an estimated $7.62K sold.

Principal Securities first reported a position in DWM in Q4 2023 and held it in 8 quarters. The position peaked at $7.62K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 115 WisdomTree International Equity Fund shares in Q4 2025, an estimated $7.62K.
  • Principal Securities first reported a position in WisdomTree International Equity Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WisdomTree International Equity Fund position peaked at $7.62K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.