AWM
DWMF icon

Avior Wealth Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Avior Wealth Management’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
2023
Q3 		– Sell
-96
Closed -$2.41K – 1617
2023
Q2 		$2.41K Hold
96
– – ﹤0.01% 1339
2023
Q1 		$2.4K Buy
+96
New +$2.36K ﹤0.01% 1375

Other funds holding DWMF

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Avior Wealth Management's DWMF Position: Q3 2023 in Review

Avior Wealth Management sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2023, closing a stake of 96 shares — an estimated $2.41K sold.

Avior Wealth Management first reported a position in DWMF in Q1 2023 and held it in 2 quarters. The position peaked at $2.41K in Q2 2023. 17 funds tracked by Wall St. Rank hold DWMF as of Q3 2023.

  • Avior Wealth Management reported no remaining WisdomTree International Multifactor Fund position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 96 WisdomTree International Multifactor Fund shares in Q3 2023, an estimated $2.41K.
  • Avior Wealth Management first reported a position in WisdomTree International Multifactor Fund in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's WisdomTree International Multifactor Fund position peaked at $2.41K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.