Smallwood Wealth Investment Management, LLC DWM — WISDOMTREE TR

Ownership history in Smallwood Wealth Investment Management, LLC  ·  17 quarters on record

AI Ownership Summary

Smallwood Wealth Investment Management, LLC reported WISDOMTREE TR (DWM) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.12% in 2024 Q3. The latest visible filing shows DWM at 1.89% 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 Smallwood Wealth Investment Management, LLC's position in WISDOMTREE TR, 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
2026 Q2

DWM was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q3

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 2026 Q2

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 Smallwood Wealth Investment Management, LLC fund profile Smallwood Wealth Investment Management, LLC full holdings
How Smallwood Wealth Investment Management, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 59,018 +1,409 +2.4% 1.89% $4.3M 2026-07-23 $73.05
2026 Q1 ADDED — — — 57,609 +226 +0.4% 2.12% $4.0M 2026-04-22 $71.82
2025 Q4 REDUCED 5.6% +1.9% ❌ 57,383 -3,405 -5.6% 2.07% $3.9M 2026-01-23 $70.22
2025 Q3 ADDED — — — 60,788 +4,651 +8.3% 2.05% $4.0M 2025-10-17 $65.27
2025 Q1 ADDED — — — 56,137 +2,483 +4.6% 2.06% $3.3M 2025-04-25 $57.20
2024 Q4 ADDED — — — 53,654 +1,957 +3.8% 1.93% $2.8M 2025-01-17 $50.77
2024 Q3 ADDED — — — 51,697 +2,009 +4.0% 2.12% $3.0M 2024-10-16 $53.20
2024 Q2 ADDED — — — 49,688 +1,834 +3.8% 2.06% $2.7M 2024-07-26 $51.82
2024 Q1 ADDED — — — 47,854 +923 +2.0% 2.03% $2.6M 2024-04-25 $49.51
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DWM

As of 2026 Q2 — sorted by position size

LRI Investments, LLC 2.27% MOLLER WEALTH PARTNERS 3Y 7Y 1.29% Envision Financial LLC 1.19% TopTier Wealth Management, LLC 1.18% Key FInancial Inc 3Y 0.75% Frazier Financial Advisors, LLC 0.62% Shakespeare Wealth Management, LLC 3Y 7Y 0.52% Brightwater Advisory LLC 0.5% NewSquare Capital LLC 3Y 7Y 0.43% Kondo Wealth Advisors, Inc. 0.38%

FAQ About Smallwood Wealth Investment Management, 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 Smallwood Wealth Investment Management, LLC reported owning DWM?

Smallwood Wealth Investment Management, LLC reported DWM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DWM position in Smallwood Wealth Investment Management, LLC's portfolio?

The largest reported portfolio weight for DWM was 2.12% in 2024 Q3.

What is the latest reported DWM position on this page?

The most recent filing on this page is 2026 Q2, when Smallwood Wealth Investment Management, LLC reported 59,018 shares, equal to 1.89% of portfolio, with an estimated market value of $4.3M.

What does the chart on this DWM ownership page compare?

The chart compares Smallwood Wealth Investment Management, 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 Smallwood Wealth Investment Management, LLC time their DWM position?

Based on 13F filing dates vs. subsequent DWM price moves, Smallwood Wealth Investment Management, LLC correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on DWM relative to SPY over the holding period was +108.8%.

← Back to Smallwood Wealth Investment Management, LLC Holdings