Ford Financial Group
DWM icon

Ford Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Ford Financial 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
Q1 		– Sell
-30,150
Closed -$1.42M – 28
2022
Q4 		$1.42M Buy
30,150
+356
+1% +$15.9K 0.56% 35
2022
Q3 		$1.2M Buy
29,794
+7,904
+36% +$354K 0.5% 44
2022
Q2 		$994K Buy
21,890
+3,304
+18% +$164K 0.4% 49
2022
Q1 		$980K Buy
+18,586
New +$990K 0.38% 47

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Octavia Wealth Advisors
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Tobias Financial Advisors
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Ford Financial Group's DWM Position: Q1 2023 in Review

Ford Financial Group sold out of WisdomTree International Equity Fund (DWM) in Q1 2023, closing a stake of 30,150 shares — an estimated $1.42M sold.

Ford Financial Group first reported a position in DWM in Q1 2022 and held it in 4 quarters. The position peaked at $1.42M in Q4 2022. 129 funds tracked by Wall St. Rank hold DWM as of Q1 2023.

  • Ford Financial Group reported no remaining WisdomTree International Equity Fund position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 30,150 WisdomTree International Equity Fund shares in Q1 2023, an estimated $1.42M.
  • Ford Financial Group first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's WisdomTree International Equity Fund position peaked at $1.42M in Q4 2022.
  • 129 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.