SignatureFD’s WisdomTree International Equity Fund DWM Stock Holding History

SignatureFD’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
2025 Q2	–	Sell	-1,072	Closed	-$62.3K	–	3309
2025 Q1	$62.3K	Hold	1,072	–	–	﹤0.01%	1450
2024 Q4	$56.5K	Hold	1,072	–	–	﹤0.01%	1518
2024 Q3	$61.7K	Hold	1,072	–	–	﹤0.01%	1468
2024 Q2	$57.6K	Hold	1,072	–	–	﹤0.01%	1440
2024 Q1	$58.7K	Hold	1,072	–	–	﹤0.01%	1461
2023 Q4	$56.3K	Hold	1,072	–	–	﹤0.01%	1395
2023 Q3	$51.8K	Hold	1,072	–	–	﹤0.01%	1374
2023 Q2	$53.6K	Hold	1,072	–	–	﹤0.01%	1384
2023 Q1	$53.3K	Hold	1,072	–	–	﹤0.01%	1355
2022 Q4	$50.4K	Hold	1,072	–	–	﹤0.01%	1361
2022 Q3	$43K	Hold	1,072	–	–	﹤0.01%	1338
2022 Q2	$49K	Hold	1,072	–	–	﹤0.01%	1305
2022 Q1	$57K	Hold	1,072	–	–	﹤0.01%	1303
2021 Q4	$58K	Hold	1,072	–	–	﹤0.01%	1268
2021 Q3	$57K	Hold	1,072	–	–	﹤0.01%	1241
2021 Q2	$58K	Hold	1,072	–	–	﹤0.01%	1205
2021 Q1	$56K	Hold	1,072	–	–	﹤0.01%	1135
2020 Q4	$54K	Hold	1,072	–	–	﹤0.01%	1037
2020 Q3	$49K	Hold	1,072	–	–	﹤0.01%	991
2020 Q2	$47K	Hold	1,072	–	–	﹤0.01%	971
2020 Q1	$42K	Hold	1,072	–	–	﹤0.01%	947
2019 Q4	$57K	Hold	1,072	–	–	﹤0.01%	920
2019 Q3	$53K	Hold	1,072	–	–	﹤0.01%	893
2019 Q2	$55K	Hold	1,072	–	–	﹤0.01%	866
2019 Q1	$54K	Hold	1,072	–	–	﹤0.01%	846
2018 Q4	$50K	Buy	+1,072	New	+$52.8K	﹤0.01%	841

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

SignatureFD's DWM Position: Q2 2025 in Review

SignatureFD sold out of WisdomTree International Equity Fund (DWM) in Q2 2025, closing a stake of 1,072 shares — an estimated $62.3K sold.

SignatureFD first reported a position in DWM in Q4 2018 and held it in 26 quarters. The position peaked at $62.3K in Q1 2025. 122 funds tracked by Wall St. Rank hold DWM as of Q2 2025.

SignatureFD reported no remaining WisdomTree International Equity Fund position as of Q2 2025 after selling out during the quarter.
SignatureFD sold 1,072 WisdomTree International Equity Fund shares in Q2 2025, an estimated $62.3K.
SignatureFD first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 26 quarters.
SignatureFD's WisdomTree International Equity Fund position peaked at $62.3K in Q1 2025.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.