M Holdings Securities, Inc. / DWM
M Holdings Securities, Inc.’s Wisdomtree Tr Position
Does M Holdings Securities, Inc. own Wisdomtree Tr (DWM)? Not currently — the last reported position was 401.7K shares worth $21M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$21M
Q4 2023
Shares
401.7K
% of Portfolio
+2.38%
Quarters Held
17
position exited
Position History DWM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 401.7K | $21M | +2.38% |
| Q3 2023 | 343.6K | $17M | +3.55% |
| Q1 2023 | 368.3K | $18M | +1.90% |
| Q4 2022 | 367.2K | $17M | +1.82% |
| Q3 2022 | 380.0K | $15M | +1.69% |
| Q2 2022 | 235.6K | $11M | +1.08% |
| Q1 2022 | 233.7K | $12M | +0.93% |
| Q2 2021 | 241.9K | $13M | +1.29% |
| Q1 2021 | 260.1K | $14M | +1.25% |
| Q4 2020 | 293.4K | $15M | +1.90% |
| Q3 2020 | 295.5K | $13M | +2.14% |
| Q2 2020 | 291.6K | $13M | +2.31% |
| Q1 2020 | 264.8K | $10M | +1.55% |
| Q4 2019 | 23.8K | $1M | +0.37% |
| Q3 2019 | 18.9K | $937,000 | +0.29% |
| Q2 2019 | 17.5K | $891,000 | +0.30% |
| Q1 2019 | 17.3K | $878,000 | +0.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DWM.