AO
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Advisor OS’s WisdomTree International Equity Fund DWM Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-37,087
Closed -$2.13M – 420
2024
Q3 		$2.13M Buy
37,087
+3,793
+11% +$211K 0.21% 87
2024
Q2 		$1.79M Buy
33,294
+3,501
+12% +$192K 0.2% 93
2024
Q1 		$1.63M Buy
29,793
+4,456
+18% +$236K 0.19% 97
2023
Q4 		$1.33M Buy
25,337
+281
+1% +$13.9K 0.17% 103
2023
Q3 		$1.21M Sell
25,056
-20,283
-45% -$1.01M 0.18% 103
2023
Q2 		$2.27M Buy
45,339
+3,193
+8% +$161K 0.37% 52
2023
Q1 		$2.1M Buy
+42,146
New +$2.09M 0.5% 47

Other funds holding DWM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Advisor OS's DWM Position: Q4 2024 in Review

Advisor OS sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 37,087 shares — an estimated $2.13M sold.

Advisor OS first reported a position in DWM in Q1 2023 and held it in 7 quarters. The position peaked at $2.27M in Q2 2023. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Advisor OS reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 37,087 WisdomTree International Equity Fund shares in Q4 2024, an estimated $2.13M.
  • Advisor OS first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 7 quarters.
  • Advisor OS's WisdomTree International Equity Fund position peaked at $2.27M in Q2 2023.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.