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Private Advisor Group’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Private Advisor Group’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
2024
Q3 		– Sell
-61,483
Closed -$1.61M – 2447
2024
Q2 		$1.61M Buy
61,483
+2,455
+4% +$65.1K 0.01% 951
2024
Q1 		$1.57M Sell
59,028
-1
-0% -$26 0.01% 930
2023
Q4 		$1.49M Buy
59,029
+3,517
+6% +$87K 0.01% 901
2023
Q3 		$1.36M Buy
55,512
+8,677
+19% +$216K 0.01% 887
2023
Q2 		$1.19M Buy
46,835
+3,796
+9% +$96.7K 0.01% 964
2023
Q1 		$1.08M Buy
43,039
+3,538
+9% +$87K 0.01% 959
2022
Q4 		$919K Buy
39,501
+2,373
+6% +$55.3K 0.05% 386
2022
Q3 		$805K Buy
37,128
+1,855
+5% +$43.5K 0.01% 1016
2022
Q2 		$829K Buy
35,273
+1,515
+4% +$37.3K 0.01% 1160
2022
Q1 		$849K Buy
33,758
+3,349
+11% +$85K 0.01% 1166
2021
Q4 		$807K Sell
30,409
-19,803
-39% -$521K 0.01% 1221
2021
Q3 		$1.3M Buy
50,212
+28,498
+131% +$759K 0.01% 1080
2021
Q2 		$568K Buy
21,714
+3,638
+20% +$95.2K 0.01% 1328
2021
Q1 		$460K Buy
18,076
+3,825
+27% +$96.1K ﹤0.01% 1346
2020
Q4 		$353K Buy
+14,251
New +$346K ﹤0.01% 1390

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Private Advisor Group's DWMF Position: Q3 2024 in Review

Private Advisor Group sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2024, closing a stake of 61,483 shares — an estimated $1.61M sold.

Private Advisor Group first reported a position in DWMF in Q4 2020 and held it in 15 quarters. The position peaked at $1.61M in Q2 2024. 18 funds tracked by Wall St. Rank hold DWMF as of Q3 2024.

  • Private Advisor Group reported no remaining WisdomTree International Multifactor Fund position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 61,483 WisdomTree International Multifactor Fund shares in Q3 2024, an estimated $1.61M.
  • Private Advisor Group first reported a position in WisdomTree International Multifactor Fund in Q4 2020 and held it in 15 quarters.
  • Private Advisor Group's WisdomTree International Multifactor Fund position peaked at $1.61M in Q2 2024.
  • 18 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.