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Wellington-Altus USA’s WisdomTree International Equity Fund DWM Stock Holding History

Wellington-Altus USA’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 		– Sell
-1,425
Closed -$104K – 674
2026
Q1 		$104K Buy
+1,425
New +$102K 0.06% 246

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Wells Fargo
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LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wellington-Altus USA's DWM Position: Q2 2026 in Review

Wellington-Altus USA sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 1,425 shares — an estimated $104K sold.

Wellington-Altus USA first reported a position in DWM in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Wellington-Altus USA reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 1,425 WisdomTree International Equity Fund shares in Q2 2026, an estimated $104K.
  • Wellington-Altus USA first reported a position in WisdomTree International Equity Fund in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's WisdomTree International Equity Fund position peaked at $104K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.