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 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 $1.66T 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

Viewpoint Capital Management's DWM Position: Q1 2026 in Review

Viewpoint Capital Management held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 4,100 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #87.

Viewpoint Capital Management first reported a position in DWM in Q4 2021 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Viewpoint Capital Management held 4,100 shares of WisdomTree International Equity Fund worth $287K as of Q1 2026.
Viewpoint Capital Management left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.13% of Viewpoint Capital Management's portfolio in Q1 2026, its #87 holding.
Viewpoint Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 18 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.