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Connors Investor Services’s WisdomTree International Equity Fund DWM Stock Holding History

Connors Investor Services’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
2023
Q3 		– Sell
-73,835
Closed -$3.69M – 157
2023
Q2 		$3.69M Sell
73,835
-590
-0.8% -$29.8K 0.42% 56
2023
Q1 		$3.7M Buy
74,425
+5,305
+8% +$263K 0.43% 56
2022
Q4 		$3.25M Sell
69,120
-1,055
-2% -$47.1K 0.41% 57
2022
Q3 		$2.82M Sell
70,175
-555
-0.8% -$24.9K 0.37% 65
2022
Q2 		$3.21M Sell
70,730
-6,585
-9% -$327K 0.4% 58
2022
Q1 		$4.08M Buy
77,315
+2,195
+3% +$117K 0.42% 60
2021
Q4 		$4.06M Buy
75,120
+9,025
+14% +$484K 0.4% 72
2021
Q3 		$3.49M Buy
66,095
+990
+2% +$54.6K 0.37% 75
2021
Q2 		$3.55M Buy
65,105
+3,960
+6% +$218K 0.37% 73
2021
Q1 		$3.21M Buy
61,145
+1,750
+3% +$91.3K 0.36% 75
2020
Q4 		$3.01M Buy
59,395
+4,995
+9% +$239K 0.37% 70
2020
Q3 		$2.47M Buy
54,400
+150
+0.3% +$6.93K 0.35% 64
2020
Q2 		$2.4M Buy
54,250
+1,155
+2% +$48.9K 0.36% 65
2020
Q1 		$2.1M Sell
53,095
-975
-2% -$46.9K 0.36% 56
2019
Q4 		$2.89M Buy
54,070
+1,730
+3% +$89.3K 0.37% 67
2019
Q3 		$2.6M Sell
52,340
-1,060
-2% -$52.5K 0.36% 66
2019
Q2 		$2.72M Buy
53,400
+425
+0.8% +$21.6K 0.36% 67
2019
Q1 		$2.68M Buy
52,975
+80
+0.2% +$3.98K 0.37% 64
2018
Q4 		$2.46M Sell
52,895
-130
-0.2% -$6.4K 0.38% 65
2018
Q3 		$2.82M Sell
53,025
-1,060
-2% -$56.3K 0.38% 71
2018
Q2 		$2.85M Buy
54,085
+975
+2% +$53.9K 0.4% 74
2018
Q1 		$2.91M Sell
53,110
-1,065
-2% -$60K 0.43% 68
2017
Q4 		$3.02M Sell
54,175
-970
-2% -$53.4K 0.44% 62
2017
Q3 		$3M Sell
55,145
-25
-0% -$1.33K 0.45% 62
2017
Q2 		$2.86M Buy
55,170
+97
+0.2% +$5K 0.45% 62
2017
Q1 		$2.74M Sell
55,073
-400
-0.7% -$19.4K 0.45% 66
2016
Q4 		$2.57M Sell
55,473
-2,175
-4% -$100K 0.44% 61
2016
Q3 		$2.71M Sell
57,648
-1,435
-2% -$66.6K 0.47% 59
2016
Q2 		$2.64M Sell
59,083
-730
-1% -$33.5K 0.51% 58
2016
Q1 		$2.74M Buy
59,813
+1,460
+3% +$64.4K 0.54% 55
2015
Q4 		$2.72M Sell
58,353
-3,995
-6% -$191K 0.55% 56
2015
Q3 		$2.83M Buy
62,348
+500
+0.8% +$24.7K 0.64% 54
2015
Q2 		$3.16M Buy
61,848
+4,804
+8% +$257K 0.65% 53
2015
Q1 		$2.96M Buy
57,044
+450
+0.8% +$23K 0.64% 57
2014
Q4 		$2.81M Sell
56,594
-1,105
-2% -$56.2K 0.64% 54
2014
Q3 		$3.02M Sell
57,699
-325
-0.6% -$17.8K 0.73% 54
2014
Q2 		$3.25M Sell
58,024
-1,340
-2% -$74.9K 0.78% 51
2014
Q1 		$3.25M Hold
59,364
– – 0.79% 50
2013
Q4 		$3.23M Sell
59,364
-380
-0.6% -$20.2K 0.8% 49
2013
Q3 		$3.09M Buy
+59,744
New +$2.95M 0.87% 45

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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connors Investor Services's DWM Position: Q3 2023 in Review

Connors Investor Services sold out of WisdomTree International Equity Fund (DWM) in Q3 2023, closing a stake of 73,835 shares — an estimated $3.69M sold.

Connors Investor Services first reported a position in DWM in Q3 2013 and held it in 40 quarters. The position peaked at $4.08M in Q1 2022. 122 funds tracked by Wall St. Rank hold DWM as of Q3 2023.

  • Connors Investor Services reported no remaining WisdomTree International Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Connors Investor Services sold 73,835 WisdomTree International Equity Fund shares in Q3 2023, an estimated $3.69M.
  • Connors Investor Services first reported a position in WisdomTree International Equity Fund in Q3 2013 and held it in 40 quarters.
  • Connors Investor Services's WisdomTree International Equity Fund position peaked at $4.08M in Q1 2022.
  • 122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2023.

Based on Connors Investor Services's 13F filing for Q3 2023, filed 22 Nov 2023.