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Stratos Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Stratos Wealth Advisors’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 		$1.54M Sell
21,038
-3,378
-14% -$248K 0.08% 221
2026
Q1 		$1.71M Buy
24,416
+3,195
+15% +$229K 0.1% 196
2025
Q4 		$1.46M Sell
21,221
-2,037
-9% -$137K 0.07% 260
2025
Q3 		$1.54M Buy
23,258
+1,946
+9% +$127K 0.07% 262
2025
Q2 		$1.35M Buy
21,312
+972
+5% +$59K 0.07% 273
2025
Q1 		$1.18M Buy
20,340
+2,849
+16% +$160K 0.06% 278
2024
Q4 		$922K Buy
17,491
+506
+3% +$27.8K 0.04% 346
2024
Q3 		$978K Buy
16,985
+1,547
+10% +$86.1K 0.04% 352
2024
Q2 		$829K Buy
15,438
+456
+3% +$25K 0.04% 367
2024
Q1 		$821K Buy
14,982
+2,255
+18% +$119K 0.05% 362
2023
Q4 		$668K Buy
12,727
+862
+7% +$42.6K 0.04% 405
2023
Q3 		$574K Buy
11,865
+308
+3% +$15.4K 0.04% 405
2023
Q2 		$578K Buy
11,557
+1,635
+16% +$82.6K 0.04% 414
2023
Q1 		$493K Buy
9,922
+2,059
+26% +$102K 0.04% 419
2022
Q4 		$370K Sell
7,863
-2,154
-22% -$96.2K 0.03% 440
2022
Q3 		$402K Buy
+10,017
New +$449K 0.04% 386

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stratos Wealth Advisors's DWM Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 14% in Q2 2026, selling an estimated $248K and leaving 21,038 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #221.

Stratos Wealth Advisors first reported a position in DWM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.71M in Q1 2026. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Stratos Wealth Advisors held 21,038 shares of WisdomTree International Equity Fund worth $1.54M as of Q2 2026.
  • Stratos Wealth Advisors sold 3,378 WisdomTree International Equity Fund shares in Q2 2026, an estimated $248K.
  • WisdomTree International Equity Fund made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Stratos Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q3 2022 and has held it in 16 quarters since.
  • Stratos Wealth Advisors's WisdomTree International Equity Fund position peaked at $1.71M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.