SWIM
DWM icon

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

Smallwood Wealth Investment 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
Q2 		$4.32M Buy
59,018
+1,409
+2% +$103K 1.89% 12
2026
Q1 		$4.03M Buy
57,609
+226
+0.4% +$16.2K 2.12% 10
2025
Q4 		$3.95M Sell
57,383
-3,405
-6% -$229K 2.07% 12
2025
Q3 		$4.03M Buy
60,788
+2,372
+4% +$154K 2.05% 11
2025
Q2 		$3.71M Buy
58,416
+2,279
+4% +$138K 2.12% 10
2025
Q1 		$3.26M Buy
56,137
+2,483
+5% +$140K 2.06% 9
2024
Q4 		$2.83M Buy
53,654
+1,957
+4% +$107K 1.93% 11
2024
Q3 		$2.98M Buy
51,697
+2,009
+4% +$112K 2.12% 12
2024
Q2 		$2.67M Buy
49,688
+1,834
+4% +$100K 2.06% 12
2024
Q1 		$2.62M Buy
47,854
+923
+2% +$48.8K 2.03% 13
2023
Q4 		$2.46M Buy
46,931
+3,326
+8% +$164K 2.04% 13
2023
Q3 		$2.11M Buy
43,605
+1,859
+4% +$92.9K 1.92% 12
2023
Q2 		$2.09M Sell
41,746
-1,968
-5% -$99.5K 1.86% 13
2023
Q1 		$2.17M Buy
43,714
+195
+0.4% +$9.67K 2.06% 12
2022
Q4 		$2.05M Buy
43,519
+6,785
+18% +$303K 1.73% 14
2022
Q3 		$1.48M Sell
36,734
-4,068
-10% -$182K 1.33% 16
2022
Q2 		$1.85M Buy
40,802
+401
+1% +$19.9K 1.88% 10
2022
Q1 		$2.13M Buy
40,401
+1,181
+3% +$62.9K 2.01% 9
2021
Q4 		$2.12M Buy
+39,220
New +$2.1M 1.97% 9

Other funds holding DWM

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Smallwood Wealth Investment Management's DWM Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its WisdomTree International Equity Fund (DWM) stake by 2.4% in Q2 2026, buying an estimated $103K and bringing the position to 59,018 shares worth $4.32M. The position accounts for 1.89% of the portfolio, ranked #12.

Smallwood Wealth Investment Management first reported a position in DWM in Q4 2021 and has held it in 19 quarters since. 45 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Smallwood Wealth Investment Management held 59,018 shares of WisdomTree International Equity Fund worth $4.32M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1,409 WisdomTree International Equity Fund shares in Q2 2026, an estimated $103K.
  • WisdomTree International Equity Fund made up 1.89% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #12 holding.
  • Smallwood Wealth Investment Management first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 19 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.