RSWM
DWM icon

Robertson Stephens Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		$823K Sell
11,777
-2,734
-19% -$196K 0.02% 324
2025
Q4 		$998K Buy
14,511
+2
+0% +$134 0.03% 307
2025
Q3 		$961K Sell
14,509
-1,751
-11% -$114K 0.03% 262
2025
Q2 		$1.03M Sell
16,260
-6,536
-29% -$397K 0.04% 269
2025
Q1 		$1.33M Sell
22,796
-31,149
-58% -$1.75M 0.05% 233
2024
Q4 		$2.84M Buy
53,945
+25,186
+88% +$1.38M 0.1% 163
2024
Q3 		$1.66M Buy
+28,759
New +$1.6M 0.06% 215

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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