FGAM
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Financial Gravity Asset Management’s WisdomTree International Equity Fund DWM Stock Holding History

Financial Gravity Asset Management’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
2025
Q1 		$14.3K Buy
+246
New +$13.8K ﹤0.01% 545
2024
Q2 		– Sell
-520
Closed -$27.9K – 1714
2024
Q1 		$27.9K Buy
520
+260
+100% +$13.7K ﹤0.01% 481
2023
Q4 		$13.7K Buy
+260
New +$12.8K ﹤0.01% 737

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Gravity Asset Management's DWM Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2025: 246 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DWM as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in DWM in Q4 2023 and has held it in 3 quarters since. The position peaked at $27.9K in Q1 2024. 116 funds tracked by Wall St. Rank hold DWM as of Q1 2025.

  • Financial Gravity Asset Management held 246 shares of WisdomTree International Equity Fund worth $14.3K as of Q1 2025.
  • WisdomTree International Equity Fund was a new Financial Gravity Asset Management position in Q1 2025.
  • WisdomTree International Equity Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #545 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree International Equity Fund in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's WisdomTree International Equity Fund position peaked at $27.9K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.