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Cetera Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Cetera 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
2024
Q1 		$458K Buy
+8,358
New +$442K ﹤0.01% 1662

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 Advisors's DWM Position: Q1 2024 in Review

Cetera Advisors opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2024: 8,358 shares worth $458K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings.

126 funds tracked by Wall St. Rank hold DWM as of Q1 2024.

  • Cetera Advisors held 8,358 shares of WisdomTree International Equity Fund worth $458K as of Q1 2024.
  • WisdomTree International Equity Fund was a new Cetera Advisors position in Q1 2024.
  • WisdomTree International Equity Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1662 holding.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2024.

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