Morton Brown Family Wealth’s WisdomTree International Equity Fund DWM Stock Holding History

Morton Brown Family 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
2022 Q1	–	Sell	-280	Closed	-$15K	–	163
2021 Q4	$15K	Buy	+280	New	+$15K	0.01%	110

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MHS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Morton Brown Family Wealth's DWM Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of WisdomTree International Equity Fund (DWM) in Q1 2022, closing a stake of 280 shares — an estimated $15K sold.

Morton Brown Family Wealth first reported a position in DWM in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 127 funds tracked by Wall St. Rank hold DWM as of Q1 2022.

Morton Brown Family Wealth reported no remaining WisdomTree International Equity Fund position as of Q1 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 280 WisdomTree International Equity Fund shares in Q1 2022, an estimated $15K.
Morton Brown Family Wealth first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 1 quarter.
Morton Brown Family Wealth's WisdomTree International Equity Fund position peaked at $15K in Q4 2021.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.