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 Q2	–	Sell	-510	Closed	-$35.6K	–	772
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's DWM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 510 shares — an estimated $35.6K sold.

Twin Peaks Wealth Advisors first reported a position in DWM in Q2 2025 and held it in 2 quarters. The position peaked at $143K in Q2 2025. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 510 WisdomTree International Equity Fund shares in Q2 2026, an estimated $35.6K.
Twin Peaks Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's WisdomTree International Equity Fund position peaked at $143K in Q2 2025.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.