NVWM LLC’s WisdomTree International Equity Fund DWM Stock Holding History

NVWM LLC’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	-100	Closed	-$5K	–	549
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	436
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	408
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	373
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	350
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	323
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	302
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	288
2020 Q1	$4K	Buy	+100	New	+$4.81K	﹤0.01%	265

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

NVWM LLC's DWM Position: Q1 2022 in Review

NVWM LLC sold out of WisdomTree International Equity Fund (DWM) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

NVWM LLC first reported a position in DWM in Q1 2020 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 127 funds tracked by Wall St. Rank hold DWM as of Q1 2022.

NVWM LLC reported no remaining WisdomTree International Equity Fund position as of Q1 2022 after selling out during the quarter.
NVWM LLC sold 100 WisdomTree International Equity Fund shares in Q1 2022, an estimated $5K.
NVWM LLC first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 8 quarters.
NVWM LLC's WisdomTree International Equity Fund position peaked at $5K in Q4 2021.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2022.

Based on NVWM LLC's 13F filing for Q1 2022, filed 11 May 2022.