Wealth Enhancement Advisory Services
DWM icon

Wealth Enhancement Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$15.8M Buy
218,510
+1,710
+0.8% +$128K 0.02% 562
2026
Q2 		$16M Buy
216,800
+8,627
+4% +$633K 0.03% 507
2026
Q1 		$14.7M Sell
208,173
-123,719
-37% -$8.88M 0.03% 480
2025
Q4 		$23.2M Buy
331,892
+26,509
+9% +$1.78M 0.03% 440
2025
Q3 		$20.3M Sell
305,383
-9,368
-3% -$609K 0.03% 450
2025
Q2 		$20.1M Sell
314,751
-27,446
-8% -$1.67M 0.03% 420
2025
Q1 		$19.9M Sell
342,197
-123,400
-27% -$6.95M 0.04% 399
2024
Q4 		$24.5M Buy
465,597
+86,706
+23% +$4.76M 0.05% 329
2024
Q3 		$21.8M Sell
378,891
-47,184
-11% -$2.63M 0.05% 336
2024
Q2 		$22.9M Buy
426,075
+41,128
+11% +$2.25M 0.05% 306
2024
Q1 		$21.1M Buy
384,947
+20,986
+6% +$1.11M 0.05% 310
2023
Q4 		$19.1M Buy
363,961
+3,676
+1% +$181K 0.06% 310
2023
Q3 		$17.4M Buy
360,285
+89,044
+33% +$4.45M 0.06% 303
2023
Q2 		$13.6M Buy
+271,241
New +$13.7M 0.15% 72

Other funds holding DWM

Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Envision Financial
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Kondo Wealth Advisors
Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's DWM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree International Equity Fund (DWM) stake by 0.79% in Q3 2026, buying an estimated $128K and bringing the position to 218,510 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #562.

Wealth Enhancement Advisory Services first reported a position in DWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $24.5M in Q4 2024. 26 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 218,510 shares of WisdomTree International Equity Fund worth $15.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,710 WisdomTree International Equity Fund shares in Q3 2026, an estimated $128K.
  • WisdomTree International Equity Fund made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #562 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree International Equity Fund in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree International Equity Fund position peaked at $24.5M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.