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

Avior 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
2023 Q4	–	Sell	-194	Closed	-$9.38K	–	1565
2023 Q3	$9.38K	Hold	194	–	–	﹤0.01%	1052
2023 Q2	$9.71K	Sell	194 -3,660	-95%	-$185K	﹤0.01%	1030
2023 Q1	$192K	Buy	+3,854	New	+$191K	0.01%	538

Other funds holding DWM

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

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

Avior Wealth Management's DWM Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2023, closing a stake of 194 shares — an estimated $9.38K sold.

Avior Wealth Management first reported a position in DWM in Q1 2023 and held it in 3 quarters. The position peaked at $192K in Q1 2023. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 194 WisdomTree International Equity Fund shares in Q4 2023, an estimated $9.38K.
Avior Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's WisdomTree International Equity Fund position peaked at $192K in Q1 2023.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.