T
DWM icon

Tidemark’s WisdomTree International Equity Fund DWM Stock Holding History

Tidemark’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
Q1 		– Sell
-783
Closed -$53.8K – 906
2025
Q4 		$53.8K Hold
783
– – 0.02% 230
2025
Q3 		$51.8K Hold
783
– – 0.02% 241
2025
Q2 		$49.8K Hold
783
– – 0.02% 238
2025
Q1 		$45.5K Hold
783
– – 0.02% 257
2024
Q4 		$41.3K Hold
783
– – 0.02% 266
2024
Q3 		$45.1K Hold
783
– – 0.02% 251
2024
Q2 		$42.1K Hold
783
– – 0.02% 240
2024
Q1 		$42.9K Hold
783
– – 0.02% 251
2023
Q4 		$41.1K Buy
+783
New +$38.7K 0.03% 245

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return