Steward Partners Investment Advisory’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $657K | Hold |
9,405
| – | – | ﹤0.01% | 1378 |
|
|
2025
Q4 | $647K | Hold |
9,405
| – | – | ﹤0.01% | 1277 |
|
|
2025
Q3 | $623K | Buy |
9,405
+100
| +1% | +$6.5K | ﹤0.01% | 1270 |
|
|
2025
Q2 | $591K | Hold |
9,305
| – | – | ﹤0.01% | 1214 |
|
|
2025
Q1 | $541K | Hold |
9,305
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q4 | $490K | Hold |
9,305
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q3 | $536K | Sell |
9,305
-30
| -0.3% | -$1.67K | ﹤0.01% | 1082 |
|
|
2024
Q2 | $501K | Hold |
9,335
| – | – | 0.01% | 1072 |
|
|
2024
Q1 | $512K | Sell |
9,335
-26
| -0.3% | -$1.38K | 0.01% | 1048 |
|
|
2023
Q4 | $492K | Sell |
9,361
-490
| -5% | -$24.2K | 0.01% | 1010 |
|
|
2023
Q3 | $476K | Hold |
9,851
| – | – | 0.01% | 934 |
|
|
2023
Q2 | $493K | Sell |
9,851
-51
| -0.5% | -$2.58K | 0.01% | 939 |
|
|
2023
Q1 | $492K | Buy |
9,902
+200
| +2% | +$9.91K | 0.01% | 930 |
|
|
2022
Q4 | $456K | Sell |
9,702
-98
| -1% | -$4.38K | 0.01% | 935 |
|
|
2022
Q3 | $393K | Sell |
9,800
-58
| -0.6% | -$2.6K | 0.01% | 939 |
|
|
2022
Q2 | $448K | Sell |
9,858
-2,303
| -19% | -$114K | 0.01% | 887 |
|
|
2022
Q1 | $641K | Buy |
12,161
+1,880
| +18% | +$100K | 0.01% | 832 |
|
|
2021
Q4 | $556K | Sell |
10,281
-2,179
| -17% | -$117K | 0.01% | 904 |
|
|
2021
Q3 | $659K | Buy |
12,460
+8,270
| +197% | +$456K | 0.01% | 820 |
|
|
2021
Q2 | $228K | Sell |
4,190
-880
| -17% | -$48.4K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $267K | Sell |
5,070
-495
| -9% | -$25.8K | ﹤0.01% | 1155 |
|
|
2020
Q4 | $282K | Sell |
5,565
-217
| -4% | -$10.4K | 0.01% | 937 |
|
|
2020
Q3 | $263K | Sell |
5,782
-783
| -12% | -$36.2K | 0.01% | 849 |
|
|
2020
Q2 | $291K | Sell |
6,565
-5,260
| -44% | -$223K | 0.01% | 760 |
|
|
2020
Q1 | $466K | Hold |
11,825
| – | – | 0.02% | 568 |
|
|
2019
Q4 | $632K | Sell |
11,825
-400
| -3% | -$20.6K | 0.02% | 572 |
|
|
2019
Q3 | $607K | Sell |
12,225
-1,760
| -13% | -$87.2K | 0.02% | 534 |
|
|
2019
Q2 | $713K | Sell |
13,985
-2,957
| -17% | -$150K | 0.03% | 466 |
|
|
2019
Q1 | $857K | Sell |
16,942
-698
| -4% | -$34.7K | 0.04% | 399 |
|
|
2018
Q4 | $822K | Buy |
17,640
+2,698
| +18% | +$133K | 0.04% | 373 |
|
|
2018
Q3 | $794K | Buy |
14,942
+14,825
| +12,671% | +$788K | 0.04% | 395 |
|
|
2018
Q2 | $6K | Sell |
117
-1,946
| -94% | -$108K | ﹤0.01% | 1922 |
|
|
2018
Q1 | $113K | Buy |
2,063
+1,202
| +140% | +$67.7K | 0.01% | 741 |
|
|
2017
Q4 | $48K | Buy |
861
+262
| +44% | +$14.4K | ﹤0.01% | 841 |
|
|
2017
Q3 | $32K | Buy |
599
+549
| +1,098% | +$29.3K | ﹤0.01% | 803 |
|
|
2017
Q2 | $2K | Buy |
+50
| New | +$2.58K | ﹤0.01% | 1402 |
|
Other funds holding DWM
LI
VA
KAS
Steward Partners Investment Advisory's DWM Position: Q1 2026 in Review
Steward Partners Investment Advisory held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 9,405 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.
Steward Partners Investment Advisory first reported a position in DWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $857K in Q1 2019. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.
- Steward Partners Investment Advisory held 9,405 shares of WisdomTree International Equity Fund worth $657K as of Q1 2026.
- Steward Partners Investment Advisory left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
- WisdomTree International Equity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1378 holding.
- Steward Partners Investment Advisory first reported a position in WisdomTree International Equity Fund in Q2 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's WisdomTree International Equity Fund position peaked at $857K in Q1 2019.
- 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.