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BOLTON SECURITIES CORPORATION’s WisdomTree International Equity Fund DWM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$2.95K Hold
40
– – ﹤0.01% 2054
2026
Q2 		$2.93K Hold
40
– – ﹤0.01% 2036
2026
Q1 		$2.8K Buy
+40
New +$2.87K ﹤0.01% 1850

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Wealth Enhancement Advisory Services
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Moller Wealth Partners
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Raymond James Financial
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Kestra Advisory Services
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NewSquare Capital
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JFS Wealth Advisors
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Merit Financial Group
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BOLTON SECURITIES CORPORATION's DWM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its WisdomTree International Equity Fund (DWM) position steady in Q3 2026 at 40 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

BOLTON SECURITIES CORPORATION first reported a position in DWM in Q1 2026 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 40 shares of WisdomTree International Equity Fund worth $2.95K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its WisdomTree International Equity Fund share count unchanged in Q3 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2054 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.