Insight Advisors’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Insight Advisors’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,277	Closed	-$438K	–	288
2024 Q4	$438K	Sell	16,277 -5,944	-27%	-$163K	0.07%	176
2024 Q3	$627K	Sell	22,221 -57,205	-72%	-$1.56M	0.11%	133
2024 Q2	$2.08M	Buy	79,426 +16,305	+26%	+$432K	0.37%	44
2024 Q1	$1.68M	Buy	63,121 +18,003	+40%	+$462K	0.32%	55
2023 Q4	$1.14M	Sell	45,118 -2,843	-6%	-$70.3K	0.24%	67
2023 Q3	$1.18M	Buy	47,961 +3,796	+9%	+$94.6K	0.27%	61
2023 Q2	$1.11M	Buy	44,165 +5,273	+14%	+$134K	0.25%	70
2023 Q1	$974K	Buy	38,892 +830	+2%	+$20.4K	0.23%	72
2022 Q4	$912K	Sell	38,062 -12,268	-24%	-$286K	0.32%	77
2022 Q3	$1.09M	Sell	50,330 -404	-0.8%	-$9.47K	0.43%	58
2022 Q2	$1.21M	Buy	50,734 +218	+0.4%	+$5.37K	0.41%	59
2022 Q1	$1.27M	Buy	50,516 +2,738	+6%	+$69.5K	0.38%	71
2021 Q4	$1.27M	Buy	47,778 +19,864	+71%	+$523K	0.37%	69
2021 Q3	$747K	Buy	27,914 +13,663	+96%	+$364K	0.22%	118
2021 Q2	$377K	Buy	+14,251	New	+$373K	0.12%	211

Other funds holding DWMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Insight Advisors's DWMF Position: Q1 2025 in Review

Insight Advisors sold out of WisdomTree International Multifactor Fund (DWMF) in Q1 2025, closing a stake of 16,277 shares — an estimated $438K sold.

Insight Advisors first reported a position in DWMF in Q2 2021 and held it in 15 quarters. The position peaked at $2.08M in Q2 2024. 18 funds tracked by Wall St. Rank hold DWMF as of Q1 2025.

Insight Advisors reported no remaining WisdomTree International Multifactor Fund position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 16,277 WisdomTree International Multifactor Fund shares in Q1 2025, an estimated $438K.
Insight Advisors first reported a position in WisdomTree International Multifactor Fund in Q2 2021 and held it in 15 quarters.
Insight Advisors's WisdomTree International Multifactor Fund position peaked at $2.08M in Q2 2024.
18 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.