DeDora Capital’s WisdomTree International Equity Fund DWM Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-789	Closed	-$42K	–	189
2022 Q1	$42K	Buy	+789	New	+$42K	0.02%	173
2020 Q1	–	Sell	-3,907	Closed	-$209K	–	92
2019 Q4	$209K	Buy	+3,907	New	+$202K	0.13%	90
2018 Q4	–	Sell	-3,761	Closed	-$200K	–	83
2018 Q3	$200K	Sell	3,761 -780	-17%	-$41.4K	0.15%	82
2018 Q2	$240K	Sell	4,541 -49	-1%	-$2.71K	0.19%	81
2018 Q1	$252K	Sell	4,590 -725	-14%	-$40.9K	0.2%	81
2017 Q4	$296K	Buy	+5,315	New	+$292K	0.25%	69

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

DeDora Capital's DWM Position: Q2 2022 in Review

DeDora Capital sold out of WisdomTree International Equity Fund (DWM) in Q2 2022, closing a stake of 789 shares — an estimated $42K sold.

DeDora Capital first reported a position in DWM in Q4 2017 and held it in 6 quarters. The position peaked at $296K in Q4 2017. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

DeDora Capital reported no remaining WisdomTree International Equity Fund position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 789 WisdomTree International Equity Fund shares in Q2 2022, an estimated $42K.
DeDora Capital first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 6 quarters.
DeDora Capital's WisdomTree International Equity Fund position peaked at $296K in Q4 2017.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.