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Signature Estate & Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Signature Estate & 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
2024
Q3 		– Sell
-4,933
Closed -$265K – 526
2024
Q2 		$265K Sell
4,933
-366
-7% -$20K 0.01% 415
2024
Q1 		$290K Sell
5,299
-339
-6% -$17.9K 0.01% 144
2023
Q4 		$296K Sell
5,638
-907
-14% -$44.8K 0.01% 149
2023
Q3 		$316K Hold
6,545
– – 0.01% 139
2023
Q2 		$328K Sell
6,545
-223
-3% -$11.3K 0.01% 141
2023
Q1 		$336K Sell
6,768
-224
-3% -$11.1K 0.01% 143
2022
Q4 		$329K Sell
6,992
-9,688
-58% -$433K 0.01% 147
2022
Q3 		$670K Sell
16,680
-968
-5% -$43.4K 0.03% 102
2022
Q2 		$802K Sell
17,648
-993
-5% -$49.3K 0.04% 99
2022
Q1 		$983K Sell
18,641
-817,514
-98% -$43.5M 0.05% 95
2021
Q4 		$45.2M Buy
836,155
+31,563
+4% +$1.69M 2.03% 15
2021
Q3 		$42.5M Buy
804,592
+5,602
+0.7% +$309K 2.08% 11
2021
Q2 		$43.6M Sell
798,990
-37,465
-4% -$2.06M 1.96% 11
2021
Q1 		$44M Buy
836,455
+16,850
+2% +$879K 2.14% 10
2020
Q4 		$41.5M Buy
819,605
+13,030
+2% +$625K 2.24% 11
2020
Q3 		$36.7M Buy
806,575
+53,810
+7% +$2.48M 2.28% 11
2020
Q2 		$33.3M Buy
752,765
+101,109
+16% +$4.28M 2.36% 10
2020
Q1 		$25.7M Sell
651,656
-4,666
-0.7% -$224K 2.05% 13
2019
Q4 		$35.1M Sell
656,322
-655
-0.1% -$33.8K 2.14% 11
2019
Q3 		$32.7M Sell
656,977
-3,621
-0.5% -$179K 2.17% 10
2019
Q2 		$33.7M Buy
660,598
+13,574
+2% +$690K 2.23% 10
2019
Q1 		$32.8M Sell
647,024
-4,257
-0.7% -$212K 2.21% 10
2018
Q4 		$30.4M Sell
651,281
-35,641
-5% -$1.76M 2.68% 10
2018
Q3 		$36.5M Buy
686,922
+23,896
+4% +$1.27M 3.28% 8
2018
Q2 		$35M Sell
663,026
-343
-0.1% -$19K 3.3% 8
2018
Q1 		$36.4M Buy
663,369
+102,359
+18% +$5.77M 3.68% 7
2017
Q4 		$31.3M Buy
561,010
+32,872
+6% +$1.81M 3.2% 7
2017
Q3 		$28.8M Buy
528,138
+17,224
+3% +$919K 3.21% 8
2017
Q2 		$26.5M Buy
510,914
+19,367
+4% +$999K 3.14% 9
2017
Q1 		$24.4M Buy
491,547
+21,114
+4% +$1.02M 3.06% 9
2016
Q4 		$21.8M Buy
470,433
+129,370
+38% +$5.96M 3.03% 8
2016
Q3 		$16.1M Buy
341,063
+78,207
+30% +$3.63M 2.35% 10
2016
Q2 		$11.8M Buy
262,856
+51,699
+24% +$2.38M 1.88% 23
2016
Q1 		$9.67M Buy
211,157
+16,051
+8% +$708K 1.58% 28
2015
Q4 		$9.09M Sell
195,106
-110,584
-36% -$5.28M 1.57% 29
2015
Q3 		$13.9M Buy
305,690
+168
+0.1% +$8.29K 2.89% 5
2015
Q2 		$15.6M Buy
305,522
+40,442
+15% +$2.17M 3.48% 5
2015
Q1 		$13.7M Buy
265,080
+29,257
+12% +$1.5M 3.62% 5
2014
Q4 		$11.7M Buy
235,823
+35,465
+18% +$1.8M 3.89% 5
2014
Q3 		$10.5M Buy
200,358
+24,037
+14% +$1.32M 3.74% 6
2014
Q2 		$9.87M Buy
176,321
+15,214
+9% +$850K 3.47% 6
2014
Q1 		$8.81M Buy
161,107
+33,053
+26% +$1.78M 3.45% 8
2013
Q4 		$6.97M Buy
128,054
+35,105
+38% +$1.86M 3.45% 7
2013
Q3 		$4.8M Buy
92,949
+39,600
+74% +$1.96M 2.77% 7
2013
Q2 		$2.46M Buy
+53,349
New +$2.61M 1.77% 28

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Signature Estate & Investment Advisors's DWM Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 4,933 shares — an estimated $265K sold.

Signature Estate & Investment Advisors first reported a position in DWM in Q2 2013 and held it in 45 quarters. The position peaked at $45.2M in Q4 2021. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,933 WisdomTree International Equity Fund shares in Q3 2024, an estimated $265K.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 45 quarters.
  • Signature Estate & Investment Advisors's WisdomTree International Equity Fund position peaked at $45.2M in Q4 2021.
  • 115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.