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 Q3	$8.54K	Buy	+116	New	+$8.7K	﹤0.01%	1985
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Root Financial Partners's DWM Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree International Equity Fund (DWM) in Q3 2026: 116 shares worth $8.54K. The stake represents ﹤0.01% of the portfolio and ranks #1985 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DWM as recently as Q1 2026.

Root Financial Partners first reported a position in DWM in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

Root Financial Partners held 116 shares of WisdomTree International Equity Fund worth $8.54K as of Q3 2026.
WisdomTree International Equity Fund was a new Root Financial Partners position in Q3 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1985 holding.
Root Financial Partners first reported a position in WisdomTree International Equity Fund in Q3 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.