Foundations Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Foundations Investment Advisors’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 Q3	–	Sell	-22,003	Closed	-$1.1M	–	648
2023 Q2	$1.1M	Sell	22,003 -1,109	-5%	-$56K	0.04%	253
2023 Q1	$1.15M	Buy	+23,112	New	+$1.15M	0.04%	220

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

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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

Foundations Investment Advisors's DWM Position: Q3 2023 in Review

Foundations Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2023, closing a stake of 22,003 shares — an estimated $1.1M sold.

Foundations Investment Advisors first reported a position in DWM in Q1 2023 and held it in 2 quarters. The position peaked at $1.15M in Q1 2023. 122 funds tracked by Wall St. Rank hold DWM as of Q3 2023.

Foundations Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2023 after selling out during the quarter.
Foundations Investment Advisors sold 22,003 WisdomTree International Equity Fund shares in Q3 2023, an estimated $1.1M.
Foundations Investment Advisors first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 2 quarters.
Foundations Investment Advisors's WisdomTree International Equity Fund position peaked at $1.15M in Q1 2023.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.