Bell Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Bell Investment 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
2022 Q4	–	Sell	-1,058	Closed	-$42K	–	1957
2022 Q3	$42K	Sell	1,058 -23	-2%	-$1.03K	0.01%	153
2022 Q2	$49K	Buy	+1,081	New	+$53.7K	0.02%	140
2021 Q4	$58K	Buy	1,067 +8	+0.8%	+$429	0.02%	143
2021 Q3	$56K	Buy	+1,059	New	+$58.4K	0.02%	129

Other funds holding DWM

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

OWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Bell Investment Advisors's DWM Position: Q4 2022 in Review

Bell Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2022, closing a stake of 1,058 shares — an estimated $42K sold.

Bell Investment Advisors first reported a position in DWM in Q3 2021 and held it in 4 quarters. The position peaked at $58K in Q4 2021. 124 funds tracked by Wall St. Rank hold DWM as of Q4 2022.

Bell Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2022 after selling out during the quarter.
Bell Investment Advisors sold 1,058 WisdomTree International Equity Fund shares in Q4 2022, an estimated $42K.
Bell Investment Advisors first reported a position in WisdomTree International Equity Fund in Q3 2021 and held it in 4 quarters.
Bell Investment Advisors's WisdomTree International Equity Fund position peaked at $58K in Q4 2021.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.