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Mather Group’s WisdomTree International Equity Fund DWM Stock Holding History

Mather 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
Q3 		– Sell
-200
Closed -$11K – 1839
2024
Q2 		$11K Buy
+200
New +$10.9K ﹤0.01% 1432

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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Mather Group's DWM Position: Q3 2024 in Review

Mather Group sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 200 shares — an estimated $11K sold.

Mather Group first reported a position in DWM in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

  • Mather Group reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 200 WisdomTree International Equity Fund shares in Q3 2024, an estimated $11K.
  • Mather Group first reported a position in WisdomTree International Equity Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's WisdomTree International Equity Fund position peaked at $11K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.