Sanctuary Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Sanctuary Advisors’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	$284K	Buy	3,875 +5	+0.1%	+$367	﹤0.01%	2362
2026 Q1	$270K	Buy	3,870 +1	+0%	+$72	﹤0.01%	2154
2025 Q4	$266K	Sell	3,869 -33	-0.8%	-$2.22K	﹤0.01%	2098
2025 Q3	$258K	Buy	3,902 +37	+1%	+$2.41K	﹤0.01%	2092
2025 Q2	$246K	Buy	3,865 +5	+0.1%	+$304	﹤0.01%	2042
2025 Q1	$224K	Buy	3,860 +1	+0%	+$56	﹤0.01%	1971
2024 Q4	$214K	Buy	+3,859	New	+$212K	﹤0.01%	2211

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Sanctuary Advisors's DWM Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree International Equity Fund (DWM) stake by 0.13% in Q2 2026, buying an estimated $367 and bringing the position to 3,875 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Sanctuary Advisors first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Sanctuary Advisors held 3,875 shares of WisdomTree International Equity Fund worth $284K as of Q2 2026.
Sanctuary Advisors bought 5 WisdomTree International Equity Fund shares in Q2 2026, an estimated $367.
WisdomTree International Equity Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2362 holding.
Sanctuary Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.