Wealth Enhancement Advisory Services
KLDW

Wealth Enhancement Advisory Services’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,208,508
Closed -$97.5M – 2934
2024
Q2 		$97.5M Sell
2,208,508
-59,152
-3% -$2.6M 0.23% 89
2024
Q1 		$101M Sell
2,267,660
-11,327
-0.5% -$485K 0.26% 81
2023
Q4 		$95.3M Buy
2,278,987
+14,397
+0.6% +$563K 0.28% 74
2023
Q3 		$87.2M Buy
+2,264,590
New +$91.4M 0.29% 76

Wealth Enhancement Advisory Services's KLDW Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2024, closing a stake of 2,208,508 shares — an estimated $97.5M sold.

Wealth Enhancement Advisory Services first reported a position in KLDW in Q3 2023 and held it in 4 quarters. The position peaked at $101M in Q1 2024. 0 funds tracked by Wall St. Rank hold KLDW as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,208,508 Knowledge Leaders Developed World ETF shares in Q3 2024, an estimated $97.5M.
  • Wealth Enhancement Advisory Services first reported a position in Knowledge Leaders Developed World ETF in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Knowledge Leaders Developed World ETF position peaked at $101M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.