DB Wealth Management Group’s WisdomTree International Equity Fund DWM Stock Holding History

DB Wealth Management Group’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 Q4	$4.83M	Buy	92,035 +270	+0.3%	+$13.3K	2.74%	7
2023 Q3	$4.44M	Buy	91,765 +4,597	+5%	+$230K	2.8%	9
2023 Q2	$4.36M	Sell	87,168 -3,681	-4%	-$186K	2.67%	10
2023 Q1	$4.52M	Buy	90,849 +1,340	+1%	+$66.4K	2.85%	9
2022 Q4	$4.21M	Buy	+89,509	New	+$4M	2.73%	10

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DB Wealth Management Group's DWM Position: Q4 2023 in Review

DB Wealth Management Group increased its WisdomTree International Equity Fund (DWM) stake by 0.29% in Q4 2023, buying an estimated $13.3K and bringing the position to 92,035 shares worth $4.83M. The position accounts for 2.74% of the portfolio, ranked #7.

DB Wealth Management Group first reported a position in DWM in Q4 2022 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2023.

DB Wealth Management Group held 92,035 shares of WisdomTree International Equity Fund worth $4.83M as of Q4 2023.
DB Wealth Management Group bought 270 WisdomTree International Equity Fund shares in Q4 2023, an estimated $13.3K.
WisdomTree International Equity Fund made up 2.74% of DB Wealth Management Group's portfolio in Q4 2023, its #7 holding.
DB Wealth Management Group first reported a position in WisdomTree International Equity Fund in Q4 2022 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.