Great Valley Advisor Group’s WisdomTree International Equity Fund DWM Stock Holding History

Great Valley Advisor 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
2024 Q3	–	Sell	-4,812	Closed	-$258K	–	835
2024 Q2	$258K	Buy	+4,812	New	+$263K	0.01%	679
2022 Q1	–	Sell	-7,540	Closed	-$399K	–	601
2021 Q4	$399K	Hold	7,540	–	–	0.02%	431
2021 Q3	$399K	Buy	+7,540	New	+$416K	0.03%	411
2020 Q3	–	Sell	-13,811	Closed	-$605K	–	441
2020 Q2	$605K	Buy	13,811 +6,388	+86%	+$271K	0.1%	203
2020 Q1	$293K	Buy	+7,423	New	+$357K	0.08%	239

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Great Valley Advisor Group's DWM Position: Q3 2024 in Review

Great Valley Advisor Group sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 4,812 shares — an estimated $258K sold.

Great Valley Advisor Group first reported a position in DWM in Q1 2020 and held it in 5 quarters. The position peaked at $605K in Q2 2020. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

Great Valley Advisor Group reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
Great Valley Advisor Group sold 4,812 WisdomTree International Equity Fund shares in Q3 2024, an estimated $258K.
Great Valley Advisor Group first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 5 quarters.
Great Valley Advisor Group's WisdomTree International Equity Fund position peaked at $605K in Q2 2020.
115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Great Valley Advisor Group's 13F filing for Q3 2024, filed 12 Nov 2024.