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Winch Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-251
Closed -$14.5K – 546
2024
Q3 		$14.5K Buy
+251
New +$14K ﹤0.01% 235

Other funds holding DWM

Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Winch Advisory Services's DWM Position: Q4 2024 in Review

Winch Advisory Services sold out of WisdomTree International Equity Fund (DWM) in Q4 2024, closing a stake of 251 shares — an estimated $14.5K sold.

Winch Advisory Services first reported a position in DWM in Q3 2024 and held it in 1 quarter. The position peaked at $14.5K in Q3 2024. 116 funds tracked by Wall St. Rank hold DWM as of Q4 2024.

  • Winch Advisory Services reported no remaining WisdomTree International Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 251 WisdomTree International Equity Fund shares in Q4 2024, an estimated $14.5K.
  • Winch Advisory Services first reported a position in WisdomTree International Equity Fund in Q3 2024 and held it in 1 quarter.
  • Winch Advisory Services's WisdomTree International Equity Fund position peaked at $14.5K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.