OWM
DWMF icon

Orgel Wealth Management’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Orgel Wealth Management’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,328
Closed -$266K – 66
2022
Q2 		$266K Sell
11,328
-969
-8% -$23.9K 0.02% 56
2022
Q1 		$309K Buy
+12,297
New +$312K 0.02% 47

Other funds holding DWMF

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

Orgel Wealth Management's DWMF Position: Q3 2022 in Review

Orgel Wealth Management sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2022, closing a stake of 11,328 shares — an estimated $266K sold.

Orgel Wealth Management first reported a position in DWMF in Q1 2022 and held it in 2 quarters. The position peaked at $309K in Q1 2022. 16 funds tracked by Wall St. Rank hold DWMF as of Q3 2022.

  • Orgel Wealth Management reported no remaining WisdomTree International Multifactor Fund position as of Q3 2022 after selling out during the quarter.
  • Orgel Wealth Management sold 11,328 WisdomTree International Multifactor Fund shares in Q3 2022, an estimated $266K.
  • Orgel Wealth Management first reported a position in WisdomTree International Multifactor Fund in Q1 2022 and held it in 2 quarters.
  • Orgel Wealth Management's WisdomTree International Multifactor Fund position peaked at $309K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2022.

Based on Orgel Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.