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UP Strategic Wealth Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

UP Strategic Wealth 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
Q2 		– Sell
-4,998
Closed -$274K – 61
2024
Q1 		$274K Hold
4,998
– – 0.45% 46
2023
Q4 		$262K Buy
+4,998
New +$247K 0.48% 45

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
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
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 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 $8.42B AUM 14.36% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's DWM Position: Q2 2024 in Review

UP Strategic Wealth Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2024, closing a stake of 4,998 shares — an estimated $274K sold.

UP Strategic Wealth Investment Advisors first reported a position in DWM in Q4 2023 and held it in 2 quarters. The position peaked at $274K in Q1 2024. 123 funds tracked by Wall St. Rank hold DWM as of Q2 2024.

  • UP Strategic Wealth Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 4,998 WisdomTree International Equity Fund shares in Q2 2024, an estimated $274K.
  • UP Strategic Wealth Investment Advisors first reported a position in WisdomTree International Equity Fund in Q4 2023 and held it in 2 quarters.
  • UP Strategic Wealth Investment Advisors's WisdomTree International Equity Fund position peaked at $274K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2024.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.