Viewpoint Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Viewpoint Capital 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	$154K	Sell	2,100 -2,000	-49%	-$147K	0.08%	99
2026 Q1	$287K	Hold	4,100	–	–	0.13%	87
2025 Q4	$282K	Hold	4,100	–	–	0.12%	91
2025 Q3	$271K	Hold	4,100	–	–	0.12%	91
2025 Q2	$261K	Hold	4,100	–	–	0.13%	91
2025 Q1	$238K	Hold	4,100	–	–	0.13%	95
2024 Q4	$216K	Hold	4,100	–	–	0.11%	96
2024 Q3	$237K	Hold	4,100	–	–	0.13%	96
2024 Q2	$220K	Hold	4,100	–	–	0.13%	98
2024 Q1	$225K	Hold	4,100	–	–	0.14%	96
2023 Q4	$215K	Hold	4,100	–	–	0.15%	92
2023 Q3	$198K	Hold	4,100	–	–	0.16%	87
2023 Q2	$205K	Hold	4,100	–	–	0.16%	86
2023 Q1	$204K	Hold	4,100	–	–	0.18%	82
2022 Q4	$193K	Hold	4,100	–	–	0.19%	81
2022 Q3	$165K	Hold	4,100	–	–	0.16%	81
2022 Q2	$186K	Hold	4,100	–	–	0.17%	81
2022 Q1	$216K	Sell	4,100 -100	-2%	-$5.32K	0.17%	81
2021 Q4	$227K	Buy	+4,200	New	+$225K	0.16%	82

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

Viewpoint Capital Management's DWM Position: Q2 2026 in Review

Viewpoint Capital Management reduced its WisdomTree International Equity Fund (DWM) stake by 49% in Q2 2026, selling an estimated $147K and leaving 2,100 shares worth $154K. The position accounts for 0.08% of the portfolio, ranked #99.

Viewpoint Capital Management first reported a position in DWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $287K in Q1 2026. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Viewpoint Capital Management held 2,100 shares of WisdomTree International Equity Fund worth $154K as of Q2 2026.
Viewpoint Capital Management sold 2,000 WisdomTree International Equity Fund shares in Q2 2026, an estimated $147K.
WisdomTree International Equity Fund made up 0.08% of Viewpoint Capital Management's portfolio in Q2 2026, its #99 holding.
Viewpoint Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's WisdomTree International Equity Fund position peaked at $287K in Q1 2026.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.