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Patriot Financial Group Insurance Agency’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Patriot Financial Group Insurance Agency’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
-603
Closed -$14K – 818
2022
Q2 		$14K Buy
603
+1
+0.2% +$25 ﹤0.01% 1129
2022
Q1 		$15K Hold
602
– – ﹤0.01% 1200
2021
Q4 		$16K Hold
602
– – ﹤0.01% 1303
2021
Q3 		$16K Buy
602
+39
+7% +$1.04K ﹤0.01% 1301
2021
Q2 		$15K Sell
563
-895
-61% -$23.4K ﹤0.01% 1291
2021
Q1 		$37K Sell
1,458
-4,053
-74% -$102K 0.01% 874
2020
Q4 		$136K Sell
5,511
-712
-11% -$17.3K 0.03% 423
2020
Q3 		$149K Buy
6,223
+575
+10% +$13.8K 0.05% 322
2020
Q2 		$131K Sell
5,648
-451
-7% -$10.1K 0.05% 296
2020
Q1 		$128K Buy
6,099
+5,842
+2,273% +$141K 0.06% 283
2019
Q4 		$7K Buy
+257
New +$6.49K ﹤0.01% 906

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 $567M AUM 25.52% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2022, closing a stake of 603 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in DWMF in Q4 2019 and held it in 11 quarters. The position peaked at $149K in Q3 2020. 16 funds tracked by Wall St. Rank hold DWMF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree International Multifactor Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 603 WisdomTree International Multifactor Fund shares in Q3 2022, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree International Multifactor Fund in Q4 2019 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree International Multifactor Fund position peaked at $149K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2022.

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