5L
DWM icon

55I LLC’s WisdomTree International Equity Fund DWM Stock Holding History

55I LLC’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
2022
Q3 		$1.26M Buy
31,360
+10,712
+52% +$480K 0.04% 227
2022
Q2 		$938K Buy
20,648
+12,647
+158% +$628K 0.03% 271
2022
Q1 		$422K Buy
+8,001
New +$426K 0.01% 380

Other funds holding DWM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

55I LLC's DWM Position: Q3 2022 in Review

55I LLC increased its WisdomTree International Equity Fund (DWM) stake by 52% in Q3 2022, buying an estimated $480K and bringing the position to 31,360 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #227.

55I LLC first reported a position in DWM in Q1 2022 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

  • 55I LLC held 31,360 shares of WisdomTree International Equity Fund worth $1.26M as of Q3 2022.
  • 55I LLC bought 10,712 WisdomTree International Equity Fund shares in Q3 2022, an estimated $480K.
  • WisdomTree International Equity Fund made up 0.04% of 55I LLC's portfolio in Q3 2022, its #227 holding.
  • 55I LLC first reported a position in WisdomTree International Equity Fund in Q1 2022 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.