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Thrive Capital Management (Pennsylvania)’s WisdomTree International Equity Fund DWM Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$904K Buy
12,348
+56
+0.5% +$4.11K 0.17% 106
2026
Q1 		$859K Sell
12,292
-569
-4% -$40.8K 0.19% 107
2025
Q4 		$884K Sell
12,861
-2,885
-18% -$194K 0.2% 105
2025
Q3 		$1.04M Sell
15,746
-1,567
-9% -$102K 0.27% 99
2025
Q2 		$1.1M Buy
+17,313
New +$1.05M 0.34% 96
2025
Q1 		– Sell
-28,279
Closed -$1.49M – 121
2024
Q4 		$1.49M Sell
28,279
-7,561
-21% -$415K 0.68% 65
2024
Q3 		$2.06M Sell
35,840
-3,964
-10% -$221K 0.97% 25
2024
Q2 		$2.14M Buy
+39,804
New +$2.18M 0.98% 23
2024
Q1 		– Sell
-58,521
Closed -$3.07M – 141
2023
Q4 		$3.07M Sell
58,521
-15,535
-21% -$767K 1.64% 15
2023
Q3 		$3.58M Sell
74,056
-2,104
-3% -$105K 1.99% 13
2023
Q2 		$3.81M Sell
76,160
-6,257
-8% -$316K 2.17% 10
2023
Q1 		$4.09M Sell
82,417
-307
-0.4% -$15.2K 2.58% 8
2022
Q4 		$3.89M Sell
82,724
-13,525
-14% -$604K 2.54% 11
2022
Q3 		$3.86M Buy
96,249
+8,210
+9% +$368K 2.61% 11
2022
Q2 		$4M Sell
88,039
-11,735
-12% -$583K 2.77% 11
2022
Q1 		$5.26M Buy
99,774
+15,033
+18% +$800K 3.18% 11
2021
Q4 		$4.58M Buy
84,741
+14,499
+21% +$777K 2.99% 9
2021
Q3 		$3.71M Buy
70,242
+3,195
+5% +$176K 2.74% 10
2021
Q2 		$3.65M Buy
67,047
+12,556
+23% +$690K 2.84% 9
2021
Q1 		$2.87M Buy
54,491
+4,552
+9% +$238K 2.68% 10
2020
Q4 		$2.53M Buy
+49,939
New +$2.39M 2.69% 12

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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

Thrive Capital Management (Pennsylvania)'s DWM Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its WisdomTree International Equity Fund (DWM) stake by 0.46% in Q2 2026, buying an estimated $4.11K and bringing the position to 12,348 shares worth $904K. The position accounts for 0.17% of the portfolio, ranked #106.

Thrive Capital Management (Pennsylvania) first reported a position in DWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.26M in Q1 2022. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 12,348 shares of WisdomTree International Equity Fund worth $904K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 56 WisdomTree International Equity Fund shares in Q2 2026, an estimated $4.11K.
  • WisdomTree International Equity Fund made up 0.17% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #106 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in WisdomTree International Equity Fund in Q4 2020 and has held it in 21 quarters since.
  • Thrive Capital Management (Pennsylvania)'s WisdomTree International Equity Fund position peaked at $5.26M in Q1 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.