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Wealthspire Advisors (New York)’s WisdomTree International Equity Fund DWM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-258
Closed -$17.1K – 1527
2025
Q3 		$17.1K Buy
+258
New +$16.8K ﹤0.01% 1755

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s DWM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree International Equity Fund (DWM) in Q4 2025, closing a stake of 258 shares — an estimated $17.1K sold.

Wealthspire Advisors (New York) first reported a position in DWM in Q3 2025 and held it in 1 quarter. The position peaked at $17.1K in Q3 2025. 126 funds tracked by Wall St. Rank hold DWM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree International Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 258 WisdomTree International Equity Fund shares in Q4 2025, an estimated $17.1K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree International Equity Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree International Equity Fund position peaked at $17.1K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.