Creative Financial Designs
DWMF icon

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

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Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ACG Wealth
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 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.