MAM
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McLean Asset Management’s WisdomTree International Equity Fund DWM Stock Holding History

McLean Asset Management’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
-15,775
Closed -$895K – 159
2024
Q3 		$895K Sell
15,775
-355
-2% -$19.8K 0.27% 49
2024
Q2 		$889K Buy
16,130
+203
+1% +$11.1K 0.29% 45
2024
Q1 		$871K Buy
15,927
+34
+0.2% +$1.8K 0.3% 44
2023
Q4 		$826K Sell
15,893
-434
-3% -$21.4K 0.31% 43
2023
Q3 		$795K Buy
16,327
+144
+0.9% +$7.2K 0.33% 43
2023
Q2 		$810K Buy
16,183
+19
+0.1% +$960 0.32% 42
2023
Q1 		$804K Buy
16,164
+70
+0.4% +$3.47K 0.33% 42
2022
Q4 		$757K Buy
16,094
+4
+0% +$179 0.26% 51
2022
Q3 		$655K Sell
16,090
-797
-5% -$35.7K 0.25% 45
2022
Q2 		$747K Buy
16,887
+90
+0.5% +$4.47K 0.3% 36
2022
Q1 		$886K Buy
16,797
+41
+0.2% +$2.18K 0.66% 29
2021
Q4 		$933K Sell
16,756
-272
-2% -$14.6K 0.36% 32
2021
Q3 		$921K Sell
17,028
-1,451
-8% -$80K 0.35% 34
2021
Q2 		$1.01M Sell
18,479
-46
-0.2% -$2.53K 0.45% 26
2021
Q1 		$1.01M Buy
18,525
+429
+2% +$22.4K 0.8% 22
2020
Q4 		$916K Buy
+18,096
New +$867K 0.81% 18

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

McLean Asset Management's DWM Position: Q4 2024 in Review

McLean Asset Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 15,775 shares — an estimated $895K sold.

McLean Asset Management first reported a position in DWM in Q4 2020 and held it in 16 quarters. The position peaked at $1.01M in Q2 2021. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • McLean Asset Management reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • McLean Asset Management sold 15,775 WisdomTree International Equity Fund shares in Q4 2024, an estimated $895K.
  • McLean Asset Management first reported a position in WisdomTree International Equity Fund in Q4 2020 and held it in 16 quarters.
  • McLean Asset Management's WisdomTree International Equity Fund position peaked at $1.01M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on McLean Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.