CFD
DWM icon

Creative Financial Designs’s WisdomTree International Equity Fund DWM Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-124
Closed -$7.14K – 1799
2024
Q3 		$7.14K Sell
124
-44
-26% -$2.45K ﹤0.01% 1291
2024
Q2 		$9.03K Sell
168
-35
-17% -$1.92K ﹤0.01% 1180
2024
Q1 		$11.1K Hold
203
– – ﹤0.01% 1112
2023
Q4 		$10.7K Sell
203
-15
-7% -$741 ﹤0.01% 1077
2023
Q3 		$10.5K Sell
218
-101
-32% -$5.05K ﹤0.01% 1014
2023
Q2 		$16K Sell
319
-1,131
-78% -$57.2K ﹤0.01% 901
2023
Q1 		$72.1K Sell
1,450
-41
-3% -$2.03K 0.01% 518
2022
Q4 		$70.1K Sell
1,491
-153
-9% -$6.84K 0.01% 514
2022
Q3 		$66K Sell
1,644
-66
-4% -$2.96K 0.01% 496
2022
Q2 		$78K Buy
1,710
+42
+3% +$2.09K 0.01% 475
2022
Q1 		$88K Buy
1,668
+230
+16% +$12.2K 0.01% 448
2021
Q4 		$78K Sell
1,438
-54
-4% -$2.89K 0.01% 485
2021
Q3 		$79K Buy
1,492
+595
+66% +$32.8K 0.01% 496
2021
Q2 		$49K Buy
+897
New +$49.3K 0.01% 605

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Creative Financial Designs's DWM Position: Q4 2024 in Review

Creative Financial Designs sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 124 shares — an estimated $7.14K sold.

Creative Financial Designs first reported a position in DWM in Q2 2021 and held it in 14 quarters. The position peaked at $88K in Q1 2022. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Creative Financial Designs reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 124 WisdomTree International Equity Fund shares in Q4 2024, an estimated $7.14K.
  • Creative Financial Designs first reported a position in WisdomTree International Equity Fund in Q2 2021 and held it in 14 quarters.
  • Creative Financial Designs's WisdomTree International Equity Fund position peaked at $88K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.