LRI Investments, LLC DWM — WISDOMTREE INTERNATIONAL EQUITY FUND

Ownership history in LRI Investments, LLC  ·  8 quarters on record

AI Ownership Summary

LRI Investments, LLC reported WISDOMTREE INTERNATIONAL EQUITY FUND (DWM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.98% in 2024 Q1. The latest visible filing shows DWM at 2.15% 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.

What this DWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, 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 Q4

DWM was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

DWM stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held DWM — position size vs. price
% of Fund (quarterly)    DWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 386,546 — 0% 2.15% $26.6M 2026-02-14 (Est.) $74.28
2025 Q3 UNCHANGED — — — 386,546 — 0% 2.10% $25.6M 2025-11-03 $65.71
2025 Q2 REDUCED — — — 386,546 -3,000 -0.8% 2.09% $24.6M 2025-07-25 $63.91
2025 Q1 REDUCED — — — 389,546 -1,105 -0.3% 2.19% $22.7M 2025-05-01 $58.38
2024 Q4 UNCHANGED — — — 390,651 — 0% 1.98% $20.6M 2025-02-14 $54.87
2024 Q3 REDUCED — — — 390,651 -6,315 -1.6% 2.04% $21.0M 2024-11-15 $51.55
2024 Q2 REDUCED — — — 396,966 -1,960 -0.5% 2.43% $21.3M 2024-07-24 $52.19
2024 Q1 INITIATED — — — 398,926 — — 2.98% $22.2M 2024-05-14 $52.39

🏢 Other funds also holding DWM

As of 2026 Q1 — sorted by position size

Smallwood Wealth Investment Management, LLC 3Y 2.12% Envision Financial LLC 1.51% MOLLER WEALTH PARTNERS 3Y 7Y 1.36% Key FInancial Inc 3Y 0.79% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.26% Viewpoint Capital Management LLC 3Y 0.13% COURIER CAPITAL LLC 3Y 7Y 0.1% Hickory Point Bank & Trust 0.1% New Perspectives, Inc 3Y 0.1% Octavia Wealth Advisors, LLC 3Y 0.09%

FAQ About LRI Investments, 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 LRI Investments, LLC reported owning DWM?

LRI Investments, LLC reported DWM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DWM position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for DWM was 2.98% in 2024 Q1.

What is the latest reported DWM position on this page?

The most recent filing on this page is 2025 Q4, when LRI Investments, LLC reported 386,546 shares, equal to 2.15% of portfolio, with an estimated market value of $26.6M.

What does the chart on this DWM ownership page compare?

The chart compares LRI Investments, 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.

How well did LRI Investments, LLC time their DWM position?

Based on 13F filing dates vs. subsequent DWM price moves, LRI Investments, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DWM relative to SPY over the holding period was +3.4%.

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