PJWM
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Philip James Wealth Mangement’s WisdomTree International Equity Fund DWM Stock Holding History

Philip James Wealth Mangement’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
2025
Q1 		– Sell
-4,319
Closed -$228K – 174
2024
Q4 		$228K Hold
4,319
– – 0.03% 158
2024
Q3 		$249K Buy
+4,319
New +$240K 0.03% 143

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Philip James Wealth Mangement's DWM Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of WisdomTree International Equity Fund (DWM) in Q1 2025, closing a stake of 4,319 shares — an estimated $228K sold.

Philip James Wealth Mangement first reported a position in DWM in Q3 2024 and held it in 2 quarters. The position peaked at $249K in Q3 2024. 116 funds tracked by Wall St. Rank hold DWM as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining WisdomTree International Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 4,319 WisdomTree International Equity Fund shares in Q1 2025, an estimated $228K.
  • Philip James Wealth Mangement first reported a position in WisdomTree International Equity Fund in Q3 2024 and held it in 2 quarters.
  • Philip James Wealth Mangement's WisdomTree International Equity Fund position peaked at $249K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.