Patriot Financial Group Insurance Agency’s WisdomTree International Equity Fund DWM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,246	Closed	-$57K	–	817
2022 Q2	$57K	Buy	1,246 +1,014	+437%	+$50.4K	0.01%	689
2022 Q1	$12K	Sell	232 -748	-76%	-$39.8K	﹤0.01%	1280
2021 Q4	$53K	Buy	980 +748	+322%	+$40.1K	0.01%	836
2021 Q3	$12K	Hold	232	–	–	﹤0.01%	1390
2021 Q2	$13K	Hold	232	–	–	﹤0.01%	1339
2021 Q1	$12K	Hold	232	–	–	﹤0.01%	1288
2020 Q4	$12K	Hold	232	–	–	﹤0.01%	1151
2020 Q3	$11K	Hold	232	–	–	﹤0.01%	995
2020 Q2	$10K	Sell	232 -53	-19%	-$2.25K	﹤0.01%	975
2020 Q1	$11K	Buy	+285	New	+$13.7K	0.01%	824
2019 Q4	–	Sell	-91	Closed	-$5K	–	1344
2019 Q3	$5K	Hold	91	–	–	﹤0.01%	933
2019 Q2	$5K	Hold	91	–	–	﹤0.01%	934
2019 Q1	$5K	Hold	91	–	–	﹤0.01%	839
2018 Q4	$4K	Buy	+91	New	+$4.48K	﹤0.01%	749

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MHS

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

OWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DWM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 1,246 shares — an estimated $57K sold.

Patriot Financial Group Insurance Agency first reported a position in DWM in Q4 2018 and held it in 14 quarters. The position peaked at $57K in Q2 2022. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,246 WisdomTree International Equity Fund shares in Q3 2022, an estimated $57K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's WisdomTree International Equity Fund position peaked at $57K in Q2 2022.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.