Twin Peaks Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Twin Peaks Wealth 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	$35.6K	Buy	+510	New	+$36.6K	0.01%	521
2025 Q3	–	Sell	-2,180	Closed	-$143K	–	691
2025 Q2	$143K	Buy	+2,180	New	+$132K	0.05%	193

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Twin Peaks Wealth Advisors's DWM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 510 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DWM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DWM in Q2 2025 and has held it in 2 quarters since. The position peaked at $143K in Q2 2025. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Twin Peaks Wealth Advisors held 510 shares of WisdomTree International Equity Fund worth $35.6K as of Q1 2026.
WisdomTree International Equity Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
WisdomTree International Equity Fund made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #521 holding.
Twin Peaks Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's WisdomTree International Equity Fund position peaked at $143K in Q2 2025.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.