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Sentinel Pension Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Sentinel Pension 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
2024
Q4 		– Sell
-3,827
Closed -$220K – 111
2024
Q3 		$220K Sell
3,827
-328
-8% -$18.3K 0.04% 106
2024
Q2 		$223K Sell
4,155
-172
-4% -$9.42K 0.05% 100
2024
Q1 		$237K Sell
4,327
-78
-2% -$4.12K 0.05% 93
2023
Q4 		$231K Sell
4,405
-73
-2% -$3.6K 0.06% 86
2023
Q3 		$217K Buy
4,478
+21
+0.5% +$1.05K 0.05% 94
2023
Q2 		$223K Sell
4,457
-99
-2% -$5K 0.05% 90
2023
Q1 		$227K Sell
4,556
-127
-3% -$6.29K 0.06% 85
2022
Q4 		$220K Buy
+4,683
New +$209K 0.07% 78
2022
Q3 		– Sell
-4,964
Closed -$226K – 86
2022
Q2 		$226K Sell
4,964
-1,408
-22% -$70K 0.08% 78
2022
Q1 		$336K Sell
6,372
-83
-1% -$4.42K 0.11% 72
2021
Q4 		$349K Sell
6,455
-154
-2% -$8.25K 0.11% 75
2021
Q3 		$349K Sell
6,609
-332
-5% -$18.3K 0.12% 70
2021
Q2 		$378K Sell
6,941
-32,241
-82% -$1.77M 0.13% 64
2021
Q1 		$1.86M Buy
39,182
+31,957
+442% +$1.67M 0.68% 31
2020
Q4 		$366K Sell
7,225
-651
-8% -$31.2K 0.13% 60
2020
Q3 		$358K Sell
7,876
-206
-3% -$9.51K 0.14% 60
2020
Q2 		$358K Sell
8,082
-212
-3% -$8.98K 0.15% 57
2020
Q1 		$328K Sell
8,294
-2,903
-26% -$140K 0.16% 56
2019
Q4 		$599K Buy
+11,197
New +$578K 0.39% 36

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Sentinel Pension Advisors's DWM Position: Q4 2024 in Review

Sentinel Pension Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 3,827 shares — an estimated $220K sold.

Sentinel Pension Advisors first reported a position in DWM in Q4 2019 and held it in 19 quarters. The position peaked at $1.86M in Q1 2021. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Sentinel Pension Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 3,827 WisdomTree International Equity Fund shares in Q4 2024, an estimated $220K.
  • Sentinel Pension Advisors first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 19 quarters.
  • Sentinel Pension Advisors's WisdomTree International Equity Fund position peaked at $1.86M in Q1 2021.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Sentinel Pension Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.