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 Q2	$770K	Sell	10,520 -1,257	-11%	-$92.3K	0.02%	366
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	0.03%	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 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

Robertson Stephens Wealth Management's DWM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its WisdomTree International Equity Fund (DWM) stake by 11% in Q2 2026, selling an estimated $92.3K and leaving 10,520 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #366.

Robertson Stephens Wealth Management first reported a position in DWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2024. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Robertson Stephens Wealth Management held 10,520 shares of WisdomTree International Equity Fund worth $770K as of Q2 2026.
Robertson Stephens Wealth Management sold 1,257 WisdomTree International Equity Fund shares in Q2 2026, an estimated $92.3K.
WisdomTree International Equity Fund made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #366 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree International Equity Fund in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's WisdomTree International Equity Fund position peaked at $2.84M in Q4 2024.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.