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McIlrath & Eck’s WisdomTree International Equity Fund DWM Stock Holding History

McIlrath & Eck’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
-497
Closed -$28.6K – 992
2024
Q3 		$28.6K Buy
497
+3
+0.6% +$167 ﹤0.01% 417
2024
Q2 		$26.5K Buy
494
+9
+2% +$493 ﹤0.01% 399
2024
Q1 		$26.6K Buy
+485
New +$25.6K ﹤0.01% 393

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

McIlrath & Eck's DWM Position: Q4 2024 in Review

McIlrath & Eck sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 497 shares — an estimated $28.6K sold.

McIlrath & Eck first reported a position in DWM in Q1 2024 and held it in 3 quarters. The position peaked at $28.6K in Q3 2024. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • McIlrath & Eck reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • McIlrath & Eck sold 497 WisdomTree International Equity Fund shares in Q4 2024, an estimated $28.6K.
  • McIlrath & Eck first reported a position in WisdomTree International Equity Fund in Q1 2024 and held it in 3 quarters.
  • McIlrath & Eck's WisdomTree International Equity Fund position peaked at $28.6K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.