Aspire Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Aspire Wealth Management’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	–	Sell	-534	Closed	-$24K	–	172
2022 Q2	$24K	Hold	534	–	–	0.02%	133
2022 Q1	$28K	Sell	534 -898	-63%	-$47.8K	0.02%	132
2021 Q4	$77K	Buy	+1,432	New	+$76.7K	0.06%	111

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 $422M AUM 16.59% 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

Aspire Wealth Management's DWM Position: Q3 2022 in Review

Aspire Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 534 shares — an estimated $24K sold.

Aspire Wealth Management first reported a position in DWM in Q4 2021 and held it in 3 quarters. The position peaked at $77K in Q4 2021. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Aspire Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Aspire Wealth Management sold 534 WisdomTree International Equity Fund shares in Q3 2022, an estimated $24K.
Aspire Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 3 quarters.
Aspire Wealth Management's WisdomTree International Equity Fund position peaked at $77K in Q4 2021.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.