DWM β€” WISDOMTREE INTERNATIONAL EQUITY FUND

Ownership history in Bogart Wealth, LLC  Β·  19 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported WISDOMTREE INTERNATIONAL EQUITY FUND (DWM) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows DWM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bogart Wealth, LLC's position in WISDOMTREE INTERNATIONAL EQUITY FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DWM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bogart Wealth, LLC held DWM β€” position size vs. price
% of Fund (quarterly)    DWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 133 β€” 0% 0.00% $9K 2025-10-27 $67.04
2025 Q2 UNCHANGED 133 β€” 0% 0.00% $8K 2025-07-30 $62.45
2025 Q1 UNCHANGED 133 β€” 0% 0.00% $8K 2025-05-02 $59.16
2024 Q4 UNCHANGED 133 β€” 0% 0.00% $7K 2025-01-30 $53.63
2024 Q3 UNCHANGED 133 β€” 0% 0.00% $8K 2024-10-23 $53.06
2024 Q2 UNCHANGED 133 β€” 0% 0.00% $7K 2024-07-31 $52.97
2024 Q1 UNCHANGED 133 β€” 0% 0.00% $7K 2024-04-25 $50.24
2023 Q4 UNCHANGED 133 β€” 0% 0.00% $7K 2024-02-07 $48.28
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DWM

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.1% BEACON FINANCIAL GROUP 3Y 7Y 0.06% Farther Finance Advisors, LLC 0.0%

FAQ About Bogart Wealth, LLC and DWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bogart Wealth, LLC reported owning DWM?

Bogart Wealth, LLC reported DWM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DWM position in Bogart Wealth, LLC's portfolio?

The largest reported portfolio weight for DWM was 0.00% in 2023 Q4.

What is the latest reported DWM position on this page?

The most recent filing on this page is 2025 Q3, when Bogart Wealth, LLC reported 133 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this DWM ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly DWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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