Wedbush Securities’s WisdomTree International Equity Fund DWM Stock Holding History

Wedbush Securities’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 Q3	–	Sell	-4,015	Closed	-$255K	–	1196
2025 Q2	$255K	Sell	4,015 -253	-6%	-$15.4K	0.01%	925
2025 Q1	$248K	Sell	4,268 -318	-7%	-$17.9K	0.01%	908
2024 Q4	$242K	Buy	+4,586	New	+$252K	0.01%	938

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Wedbush Securities's DWM Position: Q3 2025 in Review

Wedbush Securities sold out of WisdomTree International Equity Fund (DWM) in Q3 2025, closing a stake of 4,015 shares — an estimated $255K sold.

Wedbush Securities first reported a position in DWM in Q4 2024 and held it in 3 quarters. The position peaked at $255K in Q2 2025. 127 funds tracked by Wall St. Rank hold DWM as of Q3 2025.

Wedbush Securities reported no remaining WisdomTree International Equity Fund position as of Q3 2025 after selling out during the quarter.
Wedbush Securities sold 4,015 WisdomTree International Equity Fund shares in Q3 2025, an estimated $255K.
Wedbush Securities first reported a position in WisdomTree International Equity Fund in Q4 2024 and held it in 3 quarters.
Wedbush Securities's WisdomTree International Equity Fund position peaked at $255K in Q2 2025.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2025.

Based on Wedbush Securities's 13F filing for Q3 2025, filed 6 Nov 2025.