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TS Financial Group (TSFG)’s WisdomTree International Equity Fund DWM Stock Holding History

TS Financial Group (TSFG)’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
Q1 		– Sell
-180
Closed -$9K – 800
2023
Q4 		$9K Hold
180
– – ﹤0.01% 522
2023
Q3 		$9K Hold
180
– – ﹤0.01% 535
2023
Q2 		$9K Hold
180
– – ﹤0.01% 546
2023
Q1 		$9K Hold
180
– – ﹤0.01% 536
2022
Q4 		$8K Hold
180
– – ﹤0.01% 567
2022
Q3 		$7K Hold
180
– – ﹤0.01% 566
2022
Q2 		$8K Hold
180
– – ﹤0.01% 561
2022
Q1 		$9K Hold
180
– – ﹤0.01% 553
2021
Q4 		$10K Hold
180
– – ﹤0.01% 560
2021
Q3 		$10K Buy
+180
New +$9.92K ﹤0.01% 555

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 $377B AUM 19.32% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

TS Financial Group (TSFG)'s DWM Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of WisdomTree International Equity Fund (DWM) in Q1 2024, closing a stake of 180 shares — an estimated $9K sold.

TS Financial Group (TSFG) first reported a position in DWM in Q3 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 126 funds tracked by Wall St. Rank hold DWM as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining WisdomTree International Equity Fund position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 180 WisdomTree International Equity Fund shares in Q1 2024, an estimated $9K.
  • TS Financial Group (TSFG) first reported a position in WisdomTree International Equity Fund in Q3 2021 and held it in 10 quarters.
  • TS Financial Group (TSFG)'s WisdomTree International Equity Fund position peaked at $10K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.