Sculati Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Sculati Wealth Management’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	-16,811	Closed	-$675K	–	112
2022 Q3	$675K	Hold	16,811	–	–	0.4%	71
2022 Q2	$764K	Sell	16,811 -105	-0.6%	-$5.22K	0.44%	69
2022 Q1	$892K	Hold	16,916	–	–	0.44%	69
2021 Q4	$915K	Buy	16,916 +287	+2%	+$15.4K	0.44%	70
2021 Q3	$879K	Hold	16,629	–	–	0.47%	64
2021 Q2	$906K	Hold	16,629	–	–	0.48%	62
2021 Q1	$874K	Buy	16,629 +19	+0.1%	+$992	0.5%	57
2020 Q4	$841K	Hold	16,610	–	–	0.55%	49
2020 Q3	$755K	Buy	16,610 +130	+0.8%	+$6K	0.57%	47
2020 Q2	$730K	Buy	16,480 +419	+3%	+$17.8K	0.62%	48
2020 Q1	$634K	Buy	16,061 +3,275	+26%	+$158K	0.7%	45
2019 Q4	$684K	Buy	+12,786	New	+$660K	0.61%	51

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SWM

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Sculati Wealth Management's DWM Position: Q4 2022 in Review

Sculati Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2022, closing a stake of 16,811 shares — an estimated $675K sold.

Sculati Wealth Management first reported a position in DWM in Q4 2019 and held it in 12 quarters. The position peaked at $915K in Q4 2021. 124 funds tracked by Wall St. Rank hold DWM as of Q4 2022.

Sculati Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2022 after selling out during the quarter.
Sculati Wealth Management sold 16,811 WisdomTree International Equity Fund shares in Q4 2022, an estimated $675K.
Sculati Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 12 quarters.
Sculati Wealth Management's WisdomTree International Equity Fund position peaked at $915K in Q4 2021.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2022.

Based on Sculati Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.