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Strategic Investment Solutions’s WisdomTree International Equity Fund DWM Stock Holding History

Strategic Investment Solutions’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
-125
Closed -$6.61K – 672
2024
Q2 		$6.61K Buy
+125
New +$6.84K ﹤0.01% 395
2023
Q4 		$6.56K Sell
125
-7,750
-98% -$383K ﹤0.01% 819
2023
Q3 		$394K Buy
7,875
+7,750
+6,200% +$387K ﹤0.01% 433
2023
Q2 		$6.16K Hold
125
– – ﹤0.01% 628
2023
Q1 		$6.22K Buy
+125
New +$6.2K ﹤0.01% 727

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 $67.3B AUM 21.9% 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
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

Strategic Investment Solutions's DWM Position: Q3 2024 in Review

Strategic Investment Solutions sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 125 shares — an estimated $6.61K sold.

Strategic Investment Solutions first reported a position in DWM in Q1 2023 and held it in 5 quarters. The position peaked at $394K in Q3 2023. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

  • Strategic Investment Solutions reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 125 WisdomTree International Equity Fund shares in Q3 2024, an estimated $6.61K.
  • Strategic Investment Solutions first reported a position in WisdomTree International Equity Fund in Q1 2023 and held it in 5 quarters.
  • Strategic Investment Solutions's WisdomTree International Equity Fund position peaked at $394K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.