Moller Wealth Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Moller Wealth Partners’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
2026 Q2	$7.16M	Sell	97,736 -559	-0.6%	-$41K	1.29%	23
2026 Q1	$6.87M	Sell	98,295 -4,462	-4%	-$320K	1.36%	21
2025 Q4	$7.07M	Sell	102,757 -450	-0.4%	-$30.2K	1.48%	21
2025 Q3	$6.83M	Sell	103,207 -3,707	-3%	-$241K	1.43%	21
2025 Q2	$6.8M	Sell	106,914 -5,825	-5%	-$354K	1.5%	21
2025 Q1	$6.56M	Sell	112,739 -4,340	-4%	-$244K	1.62%	21
2024 Q4	$6.17M	Hold	117,079	–	–	1.62%	21
2024 Q3	$6.74M	Sell	117,079 -3,359	-3%	-$187K	1.68%	21
2024 Q2	$6.47M	Sell	120,438 -778	-0.6%	-$42.6K	1.73%	21
2024 Q1	$6.64M	Hold	121,216	–	–	1.8%	21
2023 Q4	$6.37M	Sell	121,216 -138	-0.1%	-$6.81K	1.79%	21
2023 Q3	$5.87M	Hold	121,354	–	–	1.86%	21
2023 Q2	$6.07M	Sell	121,354 -6,464	-5%	-$327K	1.85%	21
2023 Q1	$6.36M	Sell	127,818 -1,151	-0.9%	-$57.1K	1.96%	21
2022 Q4	$6.07M	Sell	128,969 -21,835	-14%	-$976K	1.95%	19
2022 Q3	$6.05M	Sell	150,804 -5,724	-4%	-$256K	2.18%	17
2022 Q2	$7.11M	Sell	156,528 -276	-0.2%	-$13.7K	2.41%	16
2022 Q1	$8.27M	Buy	156,804 +17,210	+12%	+$916K	2.57%	16
2021 Q4	$7.55M	Sell	139,594 -19,344	-12%	-$1.04M	2.41%	16
2021 Q3	$8.4M	Sell	158,938 -118	-0.1%	-$6.5K	2.78%	16
2021 Q2	$8.67M	Sell	159,056 -2,870	-2%	-$158K	2.85%	15
2021 Q1	$8.52M	Buy	161,926 +17,352	+12%	+$906K	2.97%	15
2020 Q4	$7.32M	Sell	144,574 -17,511	-11%	-$839K	3.03%	13
2020 Q3	$7.37M	Sell	162,085 -23,573	-13%	-$1.09M	3.3%	12
2020 Q2	$8.22M	Buy	185,658 +100,420	+118%	+$4.26M	3.59%	11
2020 Q1	$3.37M	Sell	85,238 -7,773	-8%	-$374K	1.74%	15
2019 Q4	$4.97M	Sell	93,011 -1,428	-2%	-$73.7K	2.2%	14
2019 Q3	$4.7M	Buy	94,439 +300	+0.3%	+$14.9K	2.27%	14
2019 Q2	$4.8M	Sell	94,139 -100	-0.1%	-$5.08K	2.46%	12
2019 Q1	$4.77M	Sell	94,239 -1,298	-1%	-$64.5K	2.14%	15
2018 Q4	$4.6M	Buy	95,537 +15,037	+19%	+$741K	3%	9
2018 Q3	$4.28M	Sell	80,500 -53	-0.1%	-$2.82K	1.87%	11
2018 Q2	$4.25M	Sell	80,553 -53	-0.1%	-$2.93K	1.65%	14
2018 Q1	$4.42M	Sell	80,606 -288	-0.4%	-$16.2K	1.92%	13
2017 Q4	$4.51M	Sell	80,894 -50	-0.1%	-$2.75K	1.72%	13
2017 Q3	$4.41M	Sell	80,944 -315	-0.4%	-$16.8K	1.69%	15
2017 Q2	$4.22M	Sell	81,259 -100	-0.1%	-$5.16K	1.78%	13
2017 Q1	$4.05M	Hold	81,359	–	–	1.77%	14
2016 Q4	$3.77M	Hold	81,359	–	–	1.86%	13
2016 Q3	$3.83M	Sell	81,359 -409	-0.5%	-$19K	1.76%	13
2016 Q2	$3.66M	Sell	81,768 -103,421	-56%	-$4.75M	1.79%	14
2016 Q1	$15.9M	Buy	185,189 +103,268	+126%	+$4.56M	9.34%	2
2015 Q4	$3.82M	Buy	81,921 +3,362	+4%	+$160K	2.1%	12
2015 Q3	$3.57M	Sell	78,559 -2,224	-3%	-$110K	3.31%	11
2015 Q2	$4.12M	Sell	80,783 -205	-0.3%	-$11K	1.87%	13
2015 Q1	$4.2M	Hold	80,988	–	–	1.94%	11
2014 Q4	$4.02M	Sell	80,988 -3,432	-4%	-$175K	1.99%	11
2014 Q3	$4.36M	Sell	84,420 -3,832	-4%	-$210K	2.06%	11
2014 Q2	$4.94M	Sell	88,252 -17,373	-16%	-$970K	2.25%	12
2014 Q1	$5.78M	Sell	105,625 -857	-0.8%	-$46.1K	2.95%	10
2013 Q4	$5.8M	Sell	106,482 -5,939	-5%	-$315K	3.11%	12
2013 Q3	$5.81M	Sell	112,421 -5,022	-4%	-$248K	3.65%	11
2013 Q2	$5.41M	Buy	+117,443	New	+$5.74M	3.95%	10

Other funds holding DWM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

OWA

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return