WDL
DWM icon

Well Done LLC’s WisdomTree International Equity Fund DWM Stock Holding History

Well Done LLC’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
-4,112
Closed -$225K – 183
2024
Q1 		$225K Sell
4,112
-7
-0.2% -$370 0.04% 175
2023
Q4 		$216K Buy
+4,119
New +$203K 0.04% 175
2023
Q3 		– Sell
-4,119
Closed -$206K – 164
2023
Q2 		$206K Hold
4,119
– – 0.04% 155
2023
Q1 		$205K Buy
+4,119
New +$204K 0.04% 170
2022
Q3 		– Sell
-4,550
Closed -$207K – 168
2022
Q2 		$207K Hold
4,550
– – 0.05% 163
2022
Q1 		$240K Hold
4,550
– – 0.05% 163
2021
Q4 		$246K Sell
4,550
-12,620
-74% -$676K 0.05% 157
2021
Q3 		$908K Sell
17,170
-95
-0.6% -$5.24K 0.2% 71
2021
Q2 		$941K Hold
17,265
– – 0.21% 70
2021
Q1 		$908K Sell
17,265
-726
-4% -$37.9K 0.21% 69
2020
Q4 		$911K Sell
17,991
-3,953
-18% -$189K 0.23% 61
2020
Q3 		$998K Sell
21,944
-3,848
-15% -$178K 0.28% 54
2020
Q2 		$1.14M Sell
25,792
-446
-2% -$18.9K 0.31% 53
2020
Q1 		$1.04M Sell
26,238
-6,764
-20% -$325K 0.31% 54
2019
Q4 		$1.76M Hold
33,002
– – 0.41% 44
2019
Q3 		$1.64M Sell
33,002
-150
-0.5% -$7.43K 0.4% 46
2019
Q2 		$1.69M Sell
33,152
-61
-0.2% -$3.1K 0.4% 47
2019
Q1 		$1.68M Sell
33,213
-206
-0.6% -$10.2K 0.41% 45
2018
Q4 		$1.56M Buy
33,419
+1,796
+6% +$88.5K 0.44% 43
2018
Q3 		$1.68M Buy
31,623
+245
+0.8% +$13K 0.47% 40
2018
Q2 		$1.66M Hold
31,378
– – 0.5% 37
2018
Q1 		$1.72M Buy
31,378
+1,430
+5% +$80.6K 0.53% 31
2017
Q4 		$1.67M Sell
29,948
-1,842
-6% -$101K 0.55% 34
2017
Q3 		$1.73M Buy
31,790
+9,595
+43% +$512K 0.53% 36
2017
Q2 		$1.15M Buy
22,195
+3,731
+20% +$193K 0.4% 39
2017
Q1 		$918K Buy
+18,464
New +$895K 0.33% 43

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 $422M AUM 16.59% 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

Well Done LLC's DWM Position: Q2 2024 in Review

Well Done LLC sold out of WisdomTree International Equity Fund (DWM) in Q2 2024, closing a stake of 4,112 shares — an estimated $225K sold.

Well Done LLC first reported a position in DWM in Q1 2017 and held it in 26 quarters. The position peaked at $1.76M in Q4 2019. 123 funds tracked by Wall St. Rank hold DWM as of Q2 2024.

  • Well Done LLC reported no remaining WisdomTree International Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Well Done LLC sold 4,112 WisdomTree International Equity Fund shares in Q2 2024, an estimated $225K.
  • Well Done LLC first reported a position in WisdomTree International Equity Fund in Q1 2017 and held it in 26 quarters.
  • Well Done LLC's WisdomTree International Equity Fund position peaked at $1.76M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2024.

Based on Well Done LLC's 13F filing for Q2 2024, filed 18 Jul 2024.