SWM
DWM icon

SHP Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

SHP 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
Q1 		$2.1K Hold
30
– – ﹤0.01% 1268
2025
Q4 		$2.06K Buy
+30
New +$2.01K ﹤0.01% 1126

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 $445B AUM 25.58% 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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SHP Wealth Management's DWM Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 30 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

SHP Wealth Management first reported a position in DWM in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • SHP Wealth Management held 30 shares of WisdomTree International Equity Fund worth $2.1K as of Q1 2026.
  • SHP Wealth Management left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1268 holding.
  • SHP Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.