SK Wealth Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

SK Wealth Management’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Sell	6,526 -17	-0.3%	-$576	0.06%	73
2025 Q4	$221K	Sell	6,543 -35,022	-84%	-$1.13M	0.06%	72
2025 Q3	$1.32M	Sell	41,565 -6,283	-13%	-$200K	0.49%	35
2025 Q2	$1.51M	Buy	47,848 +36,231	+312%	+$1.11M	0.65%	29
2025 Q1	$344K	Buy	+11,617	New	+$327K	0.18%	52

Other funds holding DWMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

SK Wealth Management's DWMF Position: Q1 2026 in Review

SK Wealth Management reduced its WisdomTree International Multifactor Fund (DWMF) stake by 0.26% in Q1 2026, selling an estimated $576 and leaving 6,526 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #73.

SK Wealth Management first reported a position in DWMF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 25 funds tracked by Wall St. Rank hold DWMF as of Q1 2026.

SK Wealth Management held 6,526 shares of WisdomTree International Multifactor Fund worth $223K as of Q1 2026.
SK Wealth Management sold 17 WisdomTree International Multifactor Fund shares in Q1 2026, an estimated $576.
WisdomTree International Multifactor Fund made up 0.06% of SK Wealth Management's portfolio in Q1 2026, its #73 holding.
SK Wealth Management first reported a position in WisdomTree International Multifactor Fund in Q1 2025 and has held it in 5 quarters since.
SK Wealth Management's WisdomTree International Multifactor Fund position peaked at $1.51M in Q2 2025.
25 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.