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Cetera Advisor Networks’s WisdomTree International Equity Fund DWM Stock Holding History

Cetera Advisor Networks’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 		$509K Buy
9,284
+135
+1% +$7.14K ﹤0.01% 1926
2023
Q4 		$480K Buy
9,149
+386
+4% +$19.1K ﹤0.01% 1910
2023
Q3 		$424K Sell
8,763
-52
-0.6% -$2.6K ﹤0.01% 1893
2023
Q2 		$441K Buy
8,815
+82
+0.9% +$4.14K ﹤0.01% 1802
2023
Q1 		$434K Sell
8,733
-2,470
-22% -$122K ﹤0.01% 1795
2022
Q4 		$527K Buy
11,203
+2,715
+32% +$121K ﹤0.01% 1604
2022
Q3 		$341K Buy
8,488
+1
+0% +$45 ﹤0.01% 1526
2022
Q2 		$386K Buy
8,487
+76
+0.9% +$3.78K ﹤0.01% 1456
2022
Q1 		$444K Sell
8,411
-394
-4% -$21K 0.01% 1362
2021
Q4 		$476K Sell
8,805
-1,579
-15% -$84.6K 0.01% 1308
2021
Q3 		$549K Buy
10,384
+1,836
+21% +$101K 0.01% 1164
2021
Q2 		$466K Buy
8,548
+49
+0.6% +$2.69K 0.01% 1218
2021
Q1 		$447K Buy
8,499
+120
+1% +$6.26K 0.01% 936
2020
Q4 		$424K Buy
8,379
+170
+2% +$8.15K 0.01% 858
2020
Q3 		$373K Sell
8,209
-475
-5% -$21.9K 0.01% 835
2020
Q2 		$384K Buy
8,684
+1,630
+23% +$69.1K 0.01% 789
2020
Q1 		$279K Sell
7,054
-148
-2% -$7.12K 0.01% 834
2019
Q4 		$384K Sell
7,202
-350
-5% -$18.1K 0.01% 846
2019
Q3 		$374K Buy
7,552
+17
+0.2% +$843 0.01% 822
2019
Q2 		$385K Buy
7,535
+50
+0.7% +$2.54K 0.01% 788
2019
Q1 		$379K Buy
7,485
+17
+0.2% +$845 0.01% 775
2018
Q4 		$349K Buy
7,468
+1,333
+22% +$65.7K 0.01% 700
2018
Q3 		$328K Buy
+6,135
New +$326K 0.01% 810
2018
Q2 		– Sell
-4,090
Closed -$223K – 868
2018
Q1 		$223K Buy
4,090
+375
+10% +$21.1K 0.01% 772
2017
Q4 		$205K Buy
+3,715
New +$204K 0.01% 914

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
LI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
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

Cetera Advisor Networks's DWM Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree International Equity Fund (DWM) stake by 1.5% in Q1 2024, buying an estimated $7.14K and bringing the position to 9,284 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Cetera Advisor Networks first reported a position in DWM in Q4 2017 and has held it in 25 quarters since. The position peaked at $549K in Q3 2021. 126 funds tracked by Wall St. Rank hold DWM as of Q1 2024.

  • Cetera Advisor Networks held 9,284 shares of WisdomTree International Equity Fund worth $509K as of Q1 2024.
  • Cetera Advisor Networks bought 135 WisdomTree International Equity Fund shares in Q1 2024, an estimated $7.14K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1926 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree International Equity Fund in Q4 2017 and has held it in 25 quarters since.
  • Cetera Advisor Networks's WisdomTree International Equity Fund position peaked at $549K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.