Perennial Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Perennial Investment Advisors’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
2024 Q3	–	Sell	-17,607	Closed	-$946K	–	406
2024 Q2	$946K	Sell	17,607 -4,909	-22%	-$269K	0.14%	125
2024 Q1	$1.23M	Sell	22,516 -1,190	-5%	-$62.9K	0.19%	91
2023 Q4	$1.24M	Sell	23,706 -3,409	-13%	-$168K	0.21%	92
2023 Q3	$1.31M	Sell	27,115 -316	-1%	-$15.8K	0.24%	87
2023 Q2	$1.37M	Sell	27,431 -2,154	-7%	-$109K	0.24%	86
2023 Q1	$1.47M	Buy	+29,585	New	+$1.47M	0.27%	79

Other funds holding DWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MWP

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Perennial Investment Advisors's DWM Position: Q3 2024 in Review

Perennial Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 17,607 shares — an estimated $946K sold.

Perennial Investment Advisors first reported a position in DWM in Q1 2023 and held it in 6 quarters. The position peaked at $1.47M in Q1 2023. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

Perennial Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
Perennial Investment Advisors sold 17,607 WisdomTree International Equity Fund shares in Q3 2024, an estimated $946K.
Perennial Investment Advisors first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 6 quarters.
Perennial Investment Advisors's WisdomTree International Equity Fund position peaked at $1.47M in Q1 2023.
115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Perennial Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.