WA
DWM icon

WPG Advisers’s WisdomTree International Equity Fund DWM Stock Holding History

WPG Advisers’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 		$79.5K Hold
1,086
– – 0.05% 222
2026
Q1 		$75.9K Sell
1,086
-15
-1% -$1.08K 0.06% 189
2025
Q4 		$75.7K Hold
1,101
– – 0.06% 216
2025
Q3 		$72.9K Hold
1,101
– – 0.06% 220
2025
Q2 		$70K Sell
1,101
-11
-1% -$668 0.06% 214
2025
Q1 		$64.7K Hold
1,112
– – 0.06% 222
2024
Q4 		$58.6K Buy
+1,112
New +$61K 0.05% 262

Other funds holding DWM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

WPG Advisers's DWM Position: Q2 2026 in Review

WPG Advisers held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 1,086 shares worth $79.5K. The position accounts for 0.05% of the portfolio, ranked #222.

WPG Advisers first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • WPG Advisers held 1,086 shares of WisdomTree International Equity Fund worth $79.5K as of Q2 2026.
  • WPG Advisers left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
  • WisdomTree International Equity Fund made up 0.05% of WPG Advisers's portfolio in Q2 2026, its #222 holding.
  • WPG Advisers first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.