TWM
DWM icon

TopTier Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

TopTier Wealth Management’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 		$1.95M Sell
26,593
-5,637
-17% -$414K 1.18% 20
2026
Q1 		$2.25M Sell
32,230
-2
-0% -$143 1.38% 14
2025
Q4 		$2.22M Buy
+32,232
New +$2.16M 1.5% 14

Other funds holding DWM

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

TopTier Wealth Management's DWM Position: Q2 2026 in Review

TopTier Wealth Management reduced its WisdomTree International Equity Fund (DWM) stake by 17% in Q2 2026, selling an estimated $414K and leaving 26,593 shares worth $1.95M. The position accounts for 1.18% of the portfolio, ranked #20.

TopTier Wealth Management first reported a position in DWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q1 2026. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • TopTier Wealth Management held 26,593 shares of WisdomTree International Equity Fund worth $1.95M as of Q2 2026.
  • TopTier Wealth Management sold 5,637 WisdomTree International Equity Fund shares in Q2 2026, an estimated $414K.
  • WisdomTree International Equity Fund made up 1.18% of TopTier Wealth Management's portfolio in Q2 2026, its #20 holding.
  • TopTier Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • TopTier Wealth Management's WisdomTree International Equity Fund position peaked at $2.25M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.