Benedetti & Gucer’s WisdomTree International Equity Fund DWM Stock Holding History

Benedetti & Gucer’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
2024 Q1	$260K	Sell	4,755 -292	-6%	-$15.4K	0.13%	119
2023 Q4	$265K	Buy	+5,047	New	+$249K	0.14%	113
2023 Q3	–	Sell	-4,841	Closed	-$246K	–	145
2023 Q2	$246K	Sell	4,841 -1,447	-23%	-$73.1K	0.13%	125
2023 Q1	$313K	Buy	6,288 +188	+3%	+$9.32K	0.18%	105
2022 Q4	$287K	Hold	6,100	–	–	0.21%	73
2022 Q3	$245K	Sell	6,100 -2	-0%	-$90	0.19%	74
2022 Q2	$283K	Buy	6,102 +110	+2%	+$5.47K	0.19%	69
2022 Q1	$316K	Sell	5,992 -11	-0.2%	-$586	0.21%	67
2021 Q4	$324K	Sell	6,003 -516	-8%	-$27.6K	0.22%	65
2021 Q3	$345K	Sell	6,519 -268	-4%	-$14.8K	0.26%	54
2021 Q2	$370K	Buy	6,787 +80	+1%	+$4.4K	0.33%	48
2021 Q1	$352K	Buy	+6,707	New	+$350K	0.32%	51

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

SWM

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Benedetti & Gucer's DWM Position: Q1 2024 in Review

Benedetti & Gucer reduced its WisdomTree International Equity Fund (DWM) stake by 5.8% in Q1 2024, selling an estimated $15.4K and leaving 4,755 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #119.

Benedetti & Gucer first reported a position in DWM in Q1 2021 and has held it in 12 quarters since. The position peaked at $370K in Q2 2021. 126 funds tracked by Wall St. Rank hold DWM as of Q1 2024.

Benedetti & Gucer held 4,755 shares of WisdomTree International Equity Fund worth $260K as of Q1 2024.
Benedetti & Gucer sold 292 WisdomTree International Equity Fund shares in Q1 2024, an estimated $15.4K.
WisdomTree International Equity Fund made up 0.13% of Benedetti & Gucer's portfolio in Q1 2024, its #119 holding.
Benedetti & Gucer first reported a position in WisdomTree International Equity Fund in Q1 2021 and has held it in 12 quarters since.
Benedetti & Gucer's WisdomTree International Equity Fund position peaked at $370K in Q2 2021.
126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.