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
Q2 		$16M Buy
216,800
+8,627
+4% +$633K 0.03% 506
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

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's DWM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree International Equity Fund (DWM) stake by 4.1% in Q2 2026, buying an estimated $633K and bringing the position to 216,800 shares worth $16M. The position accounts for 0.03% of the portfolio, ranked #506.

Wealth Enhancement Advisory Services first reported a position in DWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.5M in Q4 2024. 35 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 216,800 shares of WisdomTree International Equity Fund worth $16M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,627 WisdomTree International Equity Fund shares in Q2 2026, an estimated $633K.
  • WisdomTree International Equity Fund made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #506 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree International Equity Fund in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree International Equity Fund position peaked at $24.5M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.