Avantax Advisory Services’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Avantax Advisory Services’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Sell	57,747 -1,340	-2%	-$41K	0.01%	852
2025 Q1	$1.73M	Sell	59,087 -345	-0.6%	-$9.72K	0.01%	815
2024 Q4	$1.6M	Sell	59,432 -10,660	-15%	-$292K	0.01%	831
2024 Q3	$1.98M	Sell	70,092 -43,199	-38%	-$1.18M	0.01%	702
2024 Q2	$2.96M	Sell	113,291 -285,117	-72%	-$7.56M	0.02%	531
2024 Q1	$10.6M	Sell	398,408 -398,506	-50%	-$10.2M	0.09%	165
2023 Q4	$20.2M	Sell	796,914 -4,431	-0.6%	-$110K	0.2%	83
2023 Q3	$19.7M	Buy	801,345 +1,044	+0.1%	+$26K	0.22%	71
2023 Q2	$20.1M	Sell	800,301 -17,959	-2%	-$458K	0.23%	73
2023 Q1	$20.5M	Sell	818,260 -2,248	-0.3%	-$55.3K	0.25%	61
2022 Q4	$19.5M	Buy	820,508 +32,338	+4%	+$754K	0.26%	55
2022 Q3	$17.1M	Buy	788,170 +44,728	+6%	+$1.05M	0.26%	56
2022 Q2	$17.5M	Sell	743,442 -32,394	-4%	-$798K	0.26%	58
2022 Q1	$19.5M	Sell	775,836 -53,744	-6%	-$1.36M	0.27%	57
2021 Q4	$22M	Buy	829,580 +7,996	+1%	+$210K	0.33%	44
2021 Q3	$21.3M	Buy	821,584 +29,109	+4%	+$775K	0.35%	39
2021 Q2	$20.7M	Buy	792,475 +87,598	+12%	+$2.29M	0.38%	40
2021 Q1	$18M	Buy	704,877 +10,269	+1%	+$258K	0.39%	42
2020 Q4	$17.2M	Sell	694,608 -31,441	-4%	-$764K	0.41%	43
2020 Q3	$17.4M	Buy	726,049 +71,108	+11%	+$1.7M	0.28%	65
2020 Q2	$15.2M	Buy	654,941 +21,292	+3%	+$477K	0.44%	40
2020 Q1	$13.3M	Buy	633,649 +42,847	+7%	+$1.04M	0.4%	38
2019 Q4	$15.1M	Buy	590,802 +35,865	+6%	+$906K	0.35%	43
2019 Q3	$13.8M	Buy	554,937 +74,846	+16%	+$1.84M	0.56%	23
2019 Q2	$11.9M	Buy	480,091 +253,218	+112%	+$6.35M	0.53%	23
2019 Q1	$5.64M	Buy	+226,873	New	+$5.49M	0.3%	38

Other funds holding DWMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's DWMF Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree International Multifactor Fund (DWMF) stake by 2.3% in Q2 2025, selling an estimated $41K and leaving 57,747 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #852.

Avantax Advisory Services first reported a position in DWMF in Q1 2019 and has held it in 26 quarters since. The position peaked at $22M in Q4 2021. 23 funds tracked by Wall St. Rank hold DWMF as of Q2 2025.

Avantax Advisory Services held 57,747 shares of WisdomTree International Multifactor Fund worth $1.81M as of Q2 2025.
Avantax Advisory Services sold 1,340 WisdomTree International Multifactor Fund shares in Q2 2025, an estimated $41K.
WisdomTree International Multifactor Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #852 holding.
Avantax Advisory Services first reported a position in WisdomTree International Multifactor Fund in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's WisdomTree International Multifactor Fund position peaked at $22M in Q4 2021.
23 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.