Root Financial Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Root Financial 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	–	Sell	-116	Closed	-$8.11K	–	1174
2026 Q1	$8.11K	Hold	116	–	–	﹤0.01%	1761
2025 Q4	$7.98K	Hold	116	–	–	﹤0.01%	1599
2025 Q3	$7.68K	Buy	+116	New	+$7.54K	﹤0.01%	1555

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

Root Financial Partners's DWM Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 116 shares — an estimated $8.11K sold.

Root Financial Partners first reported a position in DWM in Q3 2025 and held it in 3 quarters. The position peaked at $8.11K in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Root Financial Partners reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 116 WisdomTree International Equity Fund shares in Q2 2026, an estimated $8.11K.
Root Financial Partners first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's WisdomTree International Equity Fund position peaked at $8.11K in Q1 2026.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.