UBS AM’s WisdomTree International Equity Fund DWM Stock Holding History

UBS AM’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	-17,438	Closed	-$1.22M	–	3757
2026 Q1	$1.22M	Buy	17,438 +14,041	+413%	+$1.01M	﹤0.01%	2261
2025 Q4	$234K	Buy	+3,397	New	+$228K	﹤0.01%	2447
2019 Q4	–	Sell	-100	Closed	-$4.97K	–	2608
2019 Q3	$4.97K	Hold	100	–	–	﹤0.01%	2831
2019 Q2	$5.1K	Hold	100	–	–	﹤0.01%	2795
2019 Q1	$5.06K	Hold	100	–	–	﹤0.01%	2724
2018 Q4	$4.66K	Hold	100	–	–	﹤0.01%	2697
2018 Q3	$5.31K	Hold	100	–	–	﹤0.01%	2691
2018 Q2	$5.28K	Hold	100	–	–	﹤0.01%	2705
2018 Q1	$5.49K	Hold	100	–	–	﹤0.01%	2599
2017 Q4	$5.58K	Hold	100	–	–	﹤0.01%	2524
2017 Q3	$5.45K	Hold	100	–	–	﹤0.01%	2473
2017 Q2	$5.19K	Buy	+100	New	+$5.16K	﹤0.01%	2462

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

UBS AM's DWM Position: Q2 2026 in Review

UBS AM sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 17,438 shares — an estimated $1.22M sold.

UBS AM first reported a position in DWM in Q2 2017 and held it in 12 quarters. The position peaked at $1.22M in Q1 2026. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

UBS AM reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
UBS AM sold 17,438 WisdomTree International Equity Fund shares in Q2 2026, an estimated $1.22M.
UBS AM first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 12 quarters.
UBS AM's WisdomTree International Equity Fund position peaked at $1.22M in Q1 2026.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.