IFG
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Independent Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Independent Financial 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
Q4 		– Sell
-3,716
Closed -$214K – 1180
2024
Q3 		$214K Sell
3,716
-444
-11% -$24.7K 0.01% 1041
2024
Q2 		$223K Sell
4,160
-200
-5% -$10.9K 0.01% 971
2024
Q1 		$239K Sell
4,360
-2,392
-35% -$126K 0.01% 891
2023
Q4 		$355K Sell
6,752
-335
-5% -$16.5K 0.02% 659
2023
Q3 		$343K Sell
7,087
-14,546
-67% -$727K 0.02% 610
2023
Q2 		$1.08M Sell
21,633
-33,342
-61% -$1.68M 0.07% 292
2023
Q1 		$2.73M Sell
54,975
-5,369
-9% -$266K 0.22% 109
2022
Q4 		$2.84M Buy
60,344
+2,825
+5% +$126K 0.24% 83
2022
Q3 		$2.31M Buy
57,519
+13,864
+32% +$621K 0.21% 94
2022
Q2 		$1.98M Buy
43,655
+2,633
+6% +$131K 0.21% 107
2022
Q1 		$2.16M Buy
41,022
+1,332
+3% +$70.9K 0.18% 118
2021
Q4 		$2.15M Sell
39,690
-14,123
-26% -$757K 0.18% 123
2021
Q3 		$2.85M Sell
53,813
-3,477
-6% -$192K 0.29% 73
2021
Q2 		$3.12M Buy
57,290
+6,644
+13% +$365K 0.33% 66
2021
Q1 		$2.66M Buy
50,646
+11,785
+30% +$615K 0.34% 62
2020
Q4 		$1.97M Buy
38,861
+2,798
+8% +$134K 0.29% 79
2020
Q3 		$1.64M Buy
36,063
+408
+1% +$18.8K 0.31% 73
2020
Q2 		$1.58M Sell
35,655
-612
-2% -$25.9K 0.35% 63
2020
Q1 		$1.43M Buy
+36,267
New +$1.74M 0.42% 53

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

Independent Financial Group's DWM Position: Q4 2024 in Review

Independent Financial Group sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 3,716 shares — an estimated $214K sold.

Independent Financial Group first reported a position in DWM in Q1 2020 and held it in 19 quarters. The position peaked at $3.12M in Q2 2021. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Independent Financial Group reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 3,716 WisdomTree International Equity Fund shares in Q4 2024, an estimated $214K.
  • Independent Financial Group first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 19 quarters.
  • Independent Financial Group's WisdomTree International Equity Fund position peaked at $3.12M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.