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FRG Family Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

FRG Family Wealth 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
2024
Q2 		– Sell
-40
Closed -$2.14K – 205
2024
Q1 		$2.14K Buy
+40
New +$2.12K ﹤0.01% 320

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FRG Family Wealth Advisors's DWM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2024, closing a stake of 40 shares — an estimated $2.14K sold.

FRG Family Wealth Advisors first reported a position in DWM in Q1 2024 and held it in 1 quarter. The position peaked at $2.14K in Q1 2024. 123 funds tracked by Wall St. Rank hold DWM as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 40 WisdomTree International Equity Fund shares in Q2 2024, an estimated $2.14K.
  • FRG Family Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's WisdomTree International Equity Fund position peaked at $2.14K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.