American Portfolios Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

American Portfolios Advisors’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	$8.71K	Hold	217	–	–	﹤0.01%	2584
2022 Q2	$9.86K	Sell	217 -453	-68%	-$22.5K	﹤0.01%	2575
2022 Q1	$35.3K	Buy	670 +493	+279%	+$26.2K	﹤0.01%	2060
2021 Q4	$9.57K	Hold	177	–	–	﹤0.01%	2635
2021 Q3	$9.36K	Hold	177	–	–	﹤0.01%	2604
2021 Q2	$9.65K	Hold	177	–	–	﹤0.01%	2536
2021 Q1	$9.31K	Buy	177 +27	+18%	+$1.41K	﹤0.01%	2413
2020 Q4	$7.59K	Hold	150	–	–	﹤0.01%	2237
2020 Q3	$6.82K	Hold	150	–	–	﹤0.01%	2147
2020 Q2	$6.64K	Hold	150	–	–	﹤0.01%	2108
2020 Q1	$5.92K	Hold	150	–	–	﹤0.01%	2027
2019 Q4	$8.02K	Hold	150	–	–	﹤0.01%	2089
2019 Q3	$7.46K	Hold	150	–	–	﹤0.01%	2037
2019 Q2	$7.65K	Hold	150	–	–	﹤0.01%	2004
2019 Q1	$7.59K	Sell	150 -346	-70%	-$17.2K	﹤0.01%	1934
2018 Q4	$23.1K	Buy	496 +5	+1%	+$246	﹤0.01%	1321
2018 Q3	$26.1K	Hold	491	–	–	﹤0.01%	1389
2018 Q2	$25.9K	Buy	491 +6	+1%	+$332	﹤0.01%	1363
2018 Q1	$26.6K	Buy	485 +153	+46%	+$8.62K	﹤0.01%	1280
2017 Q4	$18.5K	Buy	+332	New	+$18.3K	﹤0.01%	1355

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

American Portfolios Advisors's DWM Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q3 2022 at 217 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

American Portfolios Advisors first reported a position in DWM in Q4 2017 and has held it in 20 quarters since. The position peaked at $35.3K in Q1 2022. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

American Portfolios Advisors held 217 shares of WisdomTree International Equity Fund worth $8.71K as of Q3 2022.
American Portfolios Advisors left its WisdomTree International Equity Fund share count unchanged in Q3 2022.
WisdomTree International Equity Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2584 holding.
American Portfolios Advisors first reported a position in WisdomTree International Equity Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree International Equity Fund position peaked at $35.3K in Q1 2022.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.