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DWMF icon

Covestor’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Covestor’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-102
Closed -$3K – 2321
2024
Q2 		$3K Buy
102
+26
+34% +$689 ﹤0.01% 1802
2024
Q1 		$2K Buy
76
+15
+25% +$385 ﹤0.01% 1837
2023
Q4 		$2K Sell
61
-73
-54% -$1.8K ﹤0.01% 1842
2023
Q3 		$3K Buy
134
+20
+18% +$498 ﹤0.01% 1761
2023
Q2 		$3K Sell
114
-63
-36% -$1.6K ﹤0.01% 1756
2023
Q1 		$4K Sell
177
-34
-16% -$836 ﹤0.01% 1598
2022
Q4 		$5K Sell
211
-19
-8% -$443 ﹤0.01% 1559
2022
Q3 		$5K Buy
230
+44
+24% +$1.03K ﹤0.01% 1483
2022
Q2 		$4K Sell
186
-162
-47% -$3.99K ﹤0.01% 1452
2022
Q1 		$9K Buy
348
+16
+5% +$406 0.01% 1343
2021
Q4 		$9K Buy
+332
New +$8.74K 0.01% 1047

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Covestor's DWMF Position: Q3 2024 in Review

Covestor sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2024, closing a stake of 102 shares — an estimated $3K sold.

Covestor first reported a position in DWMF in Q4 2021 and held it in 11 quarters. The position peaked at $9K in Q1 2022. 18 funds tracked by Wall St. Rank hold DWMF as of Q3 2024.

  • Covestor reported no remaining WisdomTree International Multifactor Fund position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 102 WisdomTree International Multifactor Fund shares in Q3 2024, an estimated $3K.
  • Covestor first reported a position in WisdomTree International Multifactor Fund in Q4 2021 and held it in 11 quarters.
  • Covestor's WisdomTree International Multifactor Fund position peaked at $9K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.