Lenox Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Lenox Wealth 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
2022 Q1	$23K	Hold	444	–	–	﹤0.01%	357
2021 Q4	$24K	Hold	444	–	–	﹤0.01%	364
2021 Q3	$23K	Sell	444 -295	-40%	-$16.3K	﹤0.01%	339
2021 Q2	$40K	Hold	739	–	–	0.01%	259
2021 Q1	$39K	Hold	739	–	–	0.01%	220
2020 Q4	$37K	Hold	739	–	–	0.01%	221
2020 Q3	$34K	Hold	739	–	–	0.01%	205
2020 Q2	$33K	Hold	739	–	–	0.01%	209
2020 Q1	$29K	Sell	739 -404	-35%	-$19.4K	0.01%	203
2019 Q4	$61K	Hold	1,143	–	–	0.01%	155
2019 Q3	$57K	Hold	1,143	–	–	0.01%	144
2019 Q2	$58K	Hold	1,143	–	–	0.01%	136
2019 Q1	$58K	Sell	1,143 -275	-19%	-$13.7K	0.01%	121
2018 Q4	$66K	Sell	1,418 -1,031	-42%	-$50.8K	0.01%	112
2018 Q3	$130K	Sell	2,449 -1,746	-42%	-$92.8K	0.03%	93
2018 Q2	$221K	Sell	4,195 -1,956	-32%	-$108K	0.05%	52
2018 Q1	$337K	Buy	6,151 +4,865	+378%	+$274K	0.08%	39
2017 Q4	$72K	Buy	+1,286	New	+$70.7K	0.02%	87

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

MWP

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

Lenox Wealth Advisors's DWM Position: Q1 2022 in Review

Lenox Wealth Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q1 2022 at 444 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Lenox Wealth Advisors first reported a position in DWM in Q4 2017 and has held it in 18 quarters since. The position peaked at $337K in Q1 2018. 127 funds tracked by Wall St. Rank hold DWM as of Q1 2022.

Lenox Wealth Advisors held 444 shares of WisdomTree International Equity Fund worth $23K as of Q1 2022.
Lenox Wealth Advisors left its WisdomTree International Equity Fund share count unchanged in Q1 2022.
WisdomTree International Equity Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #357 holding.
Lenox Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's WisdomTree International Equity Fund position peaked at $337K in Q1 2018.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.