RFP
DWM icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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 $31B AUM 28.39% 1-Year Est. Return

Root Financial Partners's DWM Position: Q1 2026 in Review

Root Financial Partners held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 116 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Root Financial Partners first reported a position in DWM in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Root Financial Partners held 116 shares of WisdomTree International Equity Fund worth $8.11K as of Q1 2026.
  • Root Financial Partners left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1761 holding.
  • Root Financial Partners first reported a position in WisdomTree International Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.