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Regimen Wealth’s WisdomTree International Equity Fund DWM Stock Holding History

Regimen Wealth’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 		$293K Buy
4,002
+58
+1% +$4.26K 0.08% 63
2026
Q1 		$276K Sell
3,944
-577
-13% -$41.4K 0.08% 62
2025
Q4 		$311K Buy
4,521
+30
+0.7% +$2.01K 0.09% 63
2025
Q3 		$297K Buy
4,491
+21
+0.5% +$1.37K 0.09% 63
2025
Q2 		$284K Buy
4,470
+77
+2% +$4.67K 0.09% 63
2025
Q1 		$255K Sell
4,393
-110
-2% -$6.19K 0.08% 58
2024
Q4 		$237K Buy
4,503
+275
+7% +$15.1K 0.08% 56
2024
Q3 		$243K Buy
4,228
+21
+0.5% +$1.17K 0.08% 57
2024
Q2 		$226K Sell
4,207
-1,151
-21% -$63K 0.08% 58
2024
Q1 		$294K Buy
5,358
+179
+3% +$9.46K 0.1% 50
2023
Q4 		$272K Buy
5,179
+38
+0.7% +$1.88K 0.1% 51
2023
Q3 		$249K Buy
5,141
+35
+0.7% +$1.75K 0.1% 52
2023
Q2 		$255K Buy
5,106
+102
+2% +$5.16K 0.11% 48
2023
Q1 		$249K Buy
+5,004
New +$248K 0.11% 50

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regimen Wealth's DWM Position: Q2 2026 in Review

Regimen Wealth increased its WisdomTree International Equity Fund (DWM) stake by 1.5% in Q2 2026, buying an estimated $4.26K and bringing the position to 4,002 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #63.

Regimen Wealth first reported a position in DWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $311K in Q4 2025. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Regimen Wealth held 4,002 shares of WisdomTree International Equity Fund worth $293K as of Q2 2026.
  • Regimen Wealth bought 58 WisdomTree International Equity Fund shares in Q2 2026, an estimated $4.26K.
  • WisdomTree International Equity Fund made up 0.08% of Regimen Wealth's portfolio in Q2 2026, its #63 holding.
  • Regimen Wealth first reported a position in WisdomTree International Equity Fund in Q1 2023 and has held it in 14 quarters since.
  • Regimen Wealth's WisdomTree International Equity Fund position peaked at $311K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.