Arkadios Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-30	Closed	-$1K	–	882
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1796
2021 Q2	$1K	Buy	+30	New	+$1.65K	﹤0.01%	1893

Other funds holding DWM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Arkadios Wealth Advisors's DWM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in DWM in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 30 WisdomTree International Equity Fund shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's WisdomTree International Equity Fund position peaked at $1K in Q3 2021.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.