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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 79 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.
79 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.