Legacy Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Legacy Financial Advisors’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
2025 Q1	–	Sell	-79,337	Closed	-$4.18M	–	367
2024 Q4	$4.18M	Sell	79,337 -15,456	-16%	-$849K	0.69%	25
2024 Q3	$5.46M	Sell	94,793 -281,784	-75%	-$15.7M	0.92%	19
2024 Q2	$20.2M	Sell	376,577 -20,736	-5%	-$1.14M	3.6%	3
2024 Q1	$21.8M	Buy	397,313 +30,721	+8%	+$1.62M	3.9%	3
2023 Q4	$19.2M	Buy	366,592 +10,394	+3%	+$513K	3.7%	4
2023 Q3	$17.2M	Buy	356,198 +62,861	+21%	+$3.14M	3.45%	6
2023 Q2	$14.7M	Buy	293,337 +278,594	+1,890%	+$14.1M	2.74%	10
2023 Q1	$733K	Buy	+14,743	New	+$731K	0.15%	81

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWP

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legacy Financial Advisors's DWM Position: Q1 2025 in Review

Legacy Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2025, closing a stake of 79,337 shares — an estimated $4.18M sold.

Legacy Financial Advisors first reported a position in DWM in Q1 2023 and held it in 8 quarters. The position peaked at $21.8M in Q1 2024. 116 funds tracked by Wall St. Rank hold DWM as of Q1 2025.

Legacy Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2025 after selling out during the quarter.
Legacy Financial Advisors sold 79,337 WisdomTree International Equity Fund shares in Q1 2025, an estimated $4.18M.
Legacy Financial Advisors first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 8 quarters.
Legacy Financial Advisors's WisdomTree International Equity Fund position peaked at $21.8M in Q1 2024.
116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2025.

Based on Legacy Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.