RVW Wealth’s WisdomTree International Multifactor Fund DWMF Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-3,121	Closed	-$76.7K	–	207
2023 Q3	$76.7K	Buy	+3,121	New	+$77.8K	0.01%	198
2021 Q2	–	Sell	-9,134	Closed	-$1M	–	87
2021 Q1	$1M	Sell	9,134 -224,870	-96%	-$5.65M	0.13%	69
2020 Q4	$6M	Sell	234,004 -512,420	-69%	-$12.4M	0.88%	32
2020 Q3	$17.9M	Buy	746,424 +14,696	+2%	+$352K	3.02%	13
2020 Q2	$17M	Buy	731,728 +385,337	+111%	+$8.63M	3.11%	11
2020 Q1	$7.26M	Buy	+346,391	New	+$8.38M	1.7%	21

Other funds holding DWMF

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RVW Wealth's DWMF Position: Q4 2023 in Review

RVW Wealth sold out of WisdomTree International Multifactor Fund (DWMF) in Q4 2023, closing a stake of 3,121 shares — an estimated $76.7K sold.

RVW Wealth first reported a position in DWMF in Q1 2020 and held it in 6 quarters. The position peaked at $17.9M in Q3 2020. 21 funds tracked by Wall St. Rank hold DWMF as of Q4 2023.

RVW Wealth reported no remaining WisdomTree International Multifactor Fund position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 3,121 WisdomTree International Multifactor Fund shares in Q4 2023, an estimated $76.7K.
RVW Wealth first reported a position in WisdomTree International Multifactor Fund in Q1 2020 and held it in 6 quarters.
RVW Wealth's WisdomTree International Multifactor Fund position peaked at $17.9M in Q3 2020.
21 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.