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Game Plan Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Game Plan Financial 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
-25
Closed -$1.37K – 395
2024
Q1 		$1.37K Hold
25
– – ﹤0.01% 361
2023
Q4 		$1.31K Buy
+25
New +$1.23K ﹤0.01% 357

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

Game Plan Financial Advisors's DWM Position: Q2 2024 in Review

Game Plan Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2024, closing a stake of 25 shares — an estimated $1.37K sold.

Game Plan Financial Advisors first reported a position in DWM in Q4 2023 and held it in 2 quarters. The position peaked at $1.37K in Q1 2024. 123 funds tracked by Wall St. Rank hold DWM as of Q2 2024.

  • Game Plan Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 25 WisdomTree International Equity Fund shares in Q2 2024, an estimated $1.37K.
  • Game Plan Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2023 and held it in 2 quarters.
  • Game Plan Financial Advisors's WisdomTree International Equity Fund position peaked at $1.37K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2024.

Based on Game Plan Financial Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.