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

Spire 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
2025 Q2	–	Sell	-975	Closed	-$56.7K	–	2424
2025 Q1	$56.7K	Hold	975	–	–	﹤0.01%	1234
2024 Q4	$51.4K	Hold	975	–	–	﹤0.01%	1272
2024 Q3	$56.1K	Hold	975	–	–	﹤0.01%	1097
2024 Q2	$52.4K	Hold	975	–	–	﹤0.01%	1104
2024 Q1	$53.4K	Hold	975	–	–	﹤0.01%	1191
2023 Q4	$50.1K	Hold	975	–	–	﹤0.01%	1204
2023 Q3	$47.1K	Hold	975	–	–	﹤0.01%	1192
2023 Q2	$48.8K	Hold	975	–	–	﹤0.01%	1209
2023 Q1	$48.5K	Buy	+975	New	+$48.3K	﹤0.01%	1219
2022 Q3	–	Sell	-975	Closed	-$44K	–	2277
2022 Q2	$44K	Hold	975	–	–	﹤0.01%	1341
2022 Q1	$51K	Hold	975	–	–	﹤0.01%	1442
2021 Q4	$53K	Sell	975 -975	-50%	-$52.2K	﹤0.01%	1693
2021 Q3	$103K	Hold	1,950	–	–	﹤0.01%	1183
2021 Q2	$106K	Hold	1,950	–	–	﹤0.01%	1164
2021 Q1	$103K	Buy	+1,950	New	+$102K	﹤0.01%	1391

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Spire Wealth Management's DWM Position: Q2 2025 in Review

Spire Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2025, closing a stake of 975 shares — an estimated $56.7K sold.

Spire Wealth Management first reported a position in DWM in Q1 2021 and held it in 15 quarters. The position peaked at $106K in Q2 2021. 122 funds tracked by Wall St. Rank hold DWM as of Q2 2025.

Spire Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 975 WisdomTree International Equity Fund shares in Q2 2025, an estimated $56.7K.
Spire Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's WisdomTree International Equity Fund position peaked at $106K in Q2 2021.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.