Three Bearings Fiduciary Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Three Bearings Fiduciary 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	$62.6K	Sell	855 -51	-6%	-$3.74K	0.06%	74
2026 Q1	$63.3K	Hold	906	–	–	0.06%	75
2025 Q4	$65.3K	Buy	+906	New	+$60.8K	0.06%	74

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DWM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 5.6% in Q2 2026, selling an estimated $3.74K and leaving 855 shares worth $62.6K. The position accounts for 0.06% of the portfolio, ranked #74.

Three Bearings Fiduciary Advisors first reported a position in DWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.3K in Q4 2025. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Three Bearings Fiduciary Advisors held 855 shares of WisdomTree International Equity Fund worth $62.6K as of Q2 2026.
Three Bearings Fiduciary Advisors sold 51 WisdomTree International Equity Fund shares in Q2 2026, an estimated $3.74K.
WisdomTree International Equity Fund made up 0.06% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #74 holding.
Three Bearings Fiduciary Advisors first reported a position in WisdomTree International Equity Fund in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's WisdomTree International Equity Fund position peaked at $65.3K in Q4 2025.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.