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Gladstone Institutional Advisory’s WisdomTree International Equity Fund DWM Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-4,899
Closed -$282K – 704
2024
Q3 		$282K Sell
4,899
-1,998
-29% -$111K 0.01% 587
2024
Q2 		$371K Sell
6,897
-667
-9% -$36.5K 0.02% 491
2024
Q1 		$414K Sell
7,564
-726
-9% -$38.4K 0.02% 459
2023
Q4 		$435K Sell
8,290
-529
-6% -$26.1K 0.02% 439
2023
Q3 		$426K Sell
8,819
-337
-4% -$16.8K 0.03% 412
2023
Q2 		$458K Sell
9,156
-75
-0.8% -$3.79K 0.03% 415
2023
Q1 		$459K Buy
9,231
+188
+2% +$9.32K 0.03% 428
2022
Q4 		$425K Buy
9,043
+254
+3% +$11.3K 0.03% 429
2022
Q3 		$353K Buy
8,789
+865
+11% +$38.8K 0.03% 459
2022
Q2 		$360K Buy
7,924
+1,664
+27% +$82.7K 0.03% 470
2022
Q1 		$330K Buy
+6,260
New +$333K 0.02% 526

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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Gladstone Institutional Advisory's DWM Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 4,899 shares — an estimated $282K sold.

Gladstone Institutional Advisory first reported a position in DWM in Q1 2022 and held it in 11 quarters. The position peaked at $459K in Q1 2023. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,899 WisdomTree International Equity Fund shares in Q4 2024, an estimated $282K.
  • Gladstone Institutional Advisory first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 11 quarters.
  • Gladstone Institutional Advisory's WisdomTree International Equity Fund position peaked at $459K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.