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

Pinion 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
2022 Q4	–	Sell	-9,374	Closed	-$376K	–	132
2022 Q3	$376K	Sell	9,374 -25	-0.3%	-$1.12K	0.33%	98
2022 Q2	$427K	Buy	9,399 +55	+0.6%	+$2.73K	0.36%	91
2022 Q1	$493K	Buy	+9,344	New	+$497K	0.34%	92

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SWM

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

MHS

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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

TFA

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

Pinion Investment Advisors's DWM Position: Q4 2022 in Review

Pinion Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2022, closing a stake of 9,374 shares — an estimated $376K sold.

Pinion Investment Advisors first reported a position in DWM in Q1 2022 and held it in 3 quarters. The position peaked at $493K in Q1 2022. 124 funds tracked by Wall St. Rank hold DWM as of Q4 2022.

Pinion Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2022 after selling out during the quarter.
Pinion Investment Advisors sold 9,374 WisdomTree International Equity Fund shares in Q4 2022, an estimated $376K.
Pinion Investment Advisors first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 3 quarters.
Pinion Investment Advisors's WisdomTree International Equity Fund position peaked at $493K in Q1 2022.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2022.

Based on Pinion Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.