Melone Private Wealth’s WisdomTree International Equity Fund DWM Stock Holding History

Melone Private Wealth’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
2023 Q4	–	Sell	-8,173	Closed	-$395K	–	49
2023 Q3	$395K	Buy	8,173 +45	+0.6%	+$2.25K	0.28%	46
2023 Q2	$407K	Buy	8,128 +133	+2%	+$6.72K	0.29%	45
2023 Q1	$399K	Sell	7,995 -164	-2%	-$8.13K	0.3%	44
2022 Q4	$384K	Sell	8,159 -1,760	-18%	-$78.6K	0.33%	45
2022 Q3	$408K	Sell	9,919 -182	-2%	-$8.15K	0.36%	47
2022 Q2	$453K	Buy	10,101 +146	+1%	+$7.25K	0.38%	47
2022 Q1	$502K	Sell	9,955 -2,535	-20%	-$135K	0.41%	46
2021 Q4	$675K	Buy	+12,490	New	+$669K	0.51%	45

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Melone Private Wealth's DWM Position: Q4 2023 in Review

Melone Private Wealth sold out of WisdomTree International Equity Fund (DWM) in Q4 2023, closing a stake of 8,173 shares — an estimated $395K sold.

Melone Private Wealth first reported a position in DWM in Q4 2021 and held it in 8 quarters. The position peaked at $675K in Q4 2021. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2023.

Melone Private Wealth reported no remaining WisdomTree International Equity Fund position as of Q4 2023 after selling out during the quarter.
Melone Private Wealth sold 8,173 WisdomTree International Equity Fund shares in Q4 2023, an estimated $395K.
Melone Private Wealth first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 8 quarters.
Melone Private Wealth's WisdomTree International Equity Fund position peaked at $675K in Q4 2021.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2023.

Based on Melone Private Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.