Creative Financial Designs’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Creative Financial Designs’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
2021 Q3	–	Sell	-332	Closed	-$9K	–	1401
2021 Q2	$9K	Sell	332 -479	-59%	-$12.5K	﹤0.01%	1038
2021 Q1	$21K	Sell	811 -4,407	-84%	-$111K	﹤0.01%	773
2020 Q4	$129K	Buy	+5,218	New	+$127K	0.03%	330

Other funds holding DWMF

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Creative Financial Designs's DWMF Position: Q3 2021 in Review

Creative Financial Designs sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2021, closing a stake of 332 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in DWMF in Q4 2020 and held it in 3 quarters. The position peaked at $129K in Q4 2020. 15 funds tracked by Wall St. Rank hold DWMF as of Q3 2021.

Creative Financial Designs reported no remaining WisdomTree International Multifactor Fund position as of Q3 2021 after selling out during the quarter.
Creative Financial Designs sold 332 WisdomTree International Multifactor Fund shares in Q3 2021, an estimated $9K.
Creative Financial Designs first reported a position in WisdomTree International Multifactor Fund in Q4 2020 and held it in 3 quarters.
Creative Financial Designs's WisdomTree International Multifactor Fund position peaked at $129K in Q4 2020.
15 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.