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WP
WealthShield Partners’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
WealthShield Partners’s Portfolio
DWX Stock Details
DWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.15M
Sell
47,215
-200
-0.4%
-$9.18K
0.24%
120
2025
Q4
$2.08M
Buy
47,415
+584
+1%
+$25.2K
0.23%
113
2025
Q3
$2M
Sell
46,831
-959
-2%
-$40.8K
0.23%
119
2025
Q2
$2.01M
Sell
47,790
-1,537
-3%
-$62.7K
0.24%
116
2025
Q1
$1.89M
Buy
49,327
+1,760
+4%
+$64.3K
0.24%
112
2024
Q4
$1.66M
Sell
47,567
-11,724
-20%
-$428K
0.24%
108
2024
Q3
$2.28M
Sell
59,291
-1,712
-3%
-$63.3K
0.31%
98
2024
Q2
$2.1M
Sell
61,003
-793
-1%
-$27.7K
0.32%
87
2024
Q1
$2.17M
Sell
61,796
-1,908
-3%
-$66.8K
0.35%
82
2023
Q4
$2.26M
Sell
63,704
-2,510
-4%
-$84.7K
0.37%
78
2023
Q3
$2.18M
Buy
66,214
+4,491
+7%
+$154K
0.33%
82
2023
Q2
$2.12M
Buy
61,723
+4,679
+8%
+$163K
0.32%
80
2023
Q1
$1.96M
Sell
57,044
-2,075
-4%
-$70.4K
0.32%
84
2022
Q4
$1.91M
Buy
59,119
+940
+2%
+$29.1K
0.37%
74
2022
Q3
$1.68M
Buy
58,179
+5,190
+10%
+$172K
0.33%
83
2022
Q2
$1.82M
Buy
52,989
+952
+2%
+$35.1K
0.36%
69
2022
Q1
$2.02M
Buy
+52,037
New
+$2.01M
0.32%
73
Other funds holding DWX
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CRFG
Columbia River Financial Group
Vancouver, Washington
$172M AUM
13.74%
1-Year Est. Return
BAAM
Baker Avenue Asset Management
San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
CWP
Concord Wealth Partners
Abingdon, Virginia
$770M AUM
18.25%
1-Year Est. Return
CAMV
Concord Asset Management (Virginia)
Abingdon, Virginia
$592M AUM
18.59%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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