Carolinas Wealth Consulting’s WisdomTree International Equity Fund DWM Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-28	Closed	-$1.48K	–	1065
2024 Q2	$1.48K	Buy	28 +1	+4%	+$55	﹤0.01%	849
2024 Q1	$1.48K	Hold	27	–	–	﹤0.01%	833
2023 Q4	$1.41K	Hold	27	–	–	﹤0.01%	785
2023 Q3	$1.26K	Hold	27	–	–	﹤0.01%	797
2023 Q2	$1.33K	Buy	+27	New	+$1.36K	﹤0.01%	870
2021 Q4	–	Sell	-102	Closed	-$5K	–	974
2021 Q3	$5K	Buy	+102	New	+$5.62K	﹤0.01%	664

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

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

LFA

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

Carolinas Wealth Consulting's DWM Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 28 shares — an estimated $1.48K sold.

Carolinas Wealth Consulting first reported a position in DWM in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

Carolinas Wealth Consulting reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 28 WisdomTree International Equity Fund shares in Q3 2024, an estimated $1.48K.
Carolinas Wealth Consulting first reported a position in WisdomTree International Equity Fund in Q3 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's WisdomTree International Equity Fund position peaked at $5K in Q3 2021.
115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.