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Tobias Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Tobias Financial 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
Q1 		$2.74M Sell
39,140
-13,654
-26% -$980K 0.38% 42
2025
Q4 		$3.63M Sell
52,794
-3,099
-6% -$208K 0.51% 33
2025
Q3 		$3.7M Sell
55,893
-1,582
-3% -$103K 0.56% 31
2025
Q2 		$3.65M Sell
57,475
-3,616
-6% -$220K 0.63% 29
2025
Q1 		$3.55M Sell
61,091
-1,556
-2% -$87.6K 0.69% 28
2024
Q4 		$3.3M Sell
62,647
-1,732
-3% -$95.1K 0.66% 29
2024
Q3 		$3.71M Sell
64,379
-627
-1% -$34.9K 0.74% 26
2024
Q2 		$3.49M Sell
65,006
-3,891
-6% -$213K 0.75% 26
2024
Q1 		$3.78M Sell
68,897
-5,313
-7% -$281K 0.86% 26
2023
Q4 		$3.9M Sell
74,210
-10,868
-13% -$537K 0.95% 25
2023
Q3 		$4.11M Sell
85,078
-115,616
-58% -$5.78M 1.08% 25
2023
Q2 		$10M Buy
200,694
+2,387
+1% +$121K 2.71% 12
2023
Q1 		$9.86M Buy
198,307
+4,003
+2% +$198K 2.89% 11
2022
Q4 		$9.14M Buy
194,304
+11,371
+6% +$508K 3% 12
2022
Q3 		$7.34M Buy
182,933
+53,436
+41% +$2.39M 2.59% 13
2022
Q2 		$5.88M Sell
129,497
-11,855
-8% -$589K 1.98% 15
2022
Q1 		$7.46M Buy
+141,352
New +$7.53M 2.57% 11
2021
Q4 		– Sell
-128,348
Closed -$6.79M – 76
2021
Q3 		$6.79M Buy
128,348
+24,417
+23% +$1.35M 2.54% 11
2021
Q2 		$5.67M Buy
103,931
+9,945
+11% +$547K 2.24% 12
2021
Q1 		$4.94M Buy
93,986
+6,572
+8% +$343K 2.1% 12
2020
Q4 		$4.43M Buy
87,414
+7,320
+9% +$351K 2.02% 15
2020
Q3 		$3.64M Buy
80,094
+3,485
+5% +$161K 2% 13
2020
Q2 		$3.39M Sell
76,609
-75,703
-50% -$3.21M 1.99% 13
2020
Q1 		$6.01M Buy
152,312
+6,462
+4% +$311K 4.35% 6
2019
Q4 		$7.8M Buy
+145,850
New +$7.53M 4.99% 5

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

Tobias Financial Advisors's DWM Position: Q1 2026 in Review

Tobias Financial Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 26% in Q1 2026, selling an estimated $980K and leaving 39,140 shares worth $2.74M. The position accounts for 0.38% of the portfolio, ranked #42.

Tobias Financial Advisors first reported a position in DWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $10M in Q2 2023. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Tobias Financial Advisors held 39,140 shares of WisdomTree International Equity Fund worth $2.74M as of Q1 2026.
  • Tobias Financial Advisors sold 13,654 WisdomTree International Equity Fund shares in Q1 2026, an estimated $980K.
  • WisdomTree International Equity Fund made up 0.38% of Tobias Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Tobias Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2019 and has held it in 25 quarters since.
  • Tobias Financial Advisors's WisdomTree International Equity Fund position peaked at $10M in Q2 2023.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.