IWM
DWM icon

IHT Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

IHT Wealth Management’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
-13,500
Closed -$725K – 1155
2024
Q2 		$725K Sell
13,500
-419
-3% -$22.9K 0.03% 521
2024
Q1 		$763K Buy
13,919
+1,029
+8% +$54.4K 0.03% 499
2023
Q4 		$677K Buy
12,890
+4,007
+45% +$198K 0.03% 503
2023
Q3 		$429K Buy
8,883
+97
+1% +$4.85K 0.02% 602
2023
Q2 		$440K Buy
8,786
+204
+2% +$10.3K 0.02% 590
2023
Q1 		$427K Buy
8,582
+905
+12% +$44.9K 0.02% 556
2022
Q4 		$361K Sell
7,677
-241
-3% -$10.8K 0.02% 592
2022
Q3 		$318K Buy
7,918
+603
+8% +$27K 0.02% 598
2022
Q2 		$332K Buy
7,315
+3,311
+83% +$165K 0.03% 498
2022
Q1 		$211K Buy
+4,004
New +$213K 0.02% 692
2018
Q2 		– Sell
-375
Closed -$20K – 661
2018
Q1 		$20K Hold
375
– – 0.01% 975
2017
Q4 		$21K Hold
375
– – 0.01% 973
2017
Q3 		$20K Buy
+375
New +$20K 0.01% 776

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

IHT Wealth Management's DWM Position: Q3 2024 in Review

IHT Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 13,500 shares — an estimated $725K sold.

IHT Wealth Management first reported a position in DWM in Q3 2017 and held it in 13 quarters. The position peaked at $763K in Q1 2024. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

  • IHT Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 13,500 WisdomTree International Equity Fund shares in Q3 2024, an estimated $725K.
  • IHT Wealth Management first reported a position in WisdomTree International Equity Fund in Q3 2017 and held it in 13 quarters.
  • IHT Wealth Management's WisdomTree International Equity Fund position peaked at $763K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.