Accurate Investment Solutions’s WisdomTree International Equity Fund DWM Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-790	Closed	-$31K	–	104
2020 Q1	$31K	Hold	790	–	–	0.03%	226
2019 Q4	$42K	Hold	790	–	–	0.03%	184
2019 Q3	$39K	Hold	790	–	–	0.03%	134
2019 Q2	$40K	Hold	790	–	–	0.03%	127
2019 Q1	$40K	Hold	790	–	–	0.03%	125
2018 Q4	$37K	Buy	+790	New	+$38.9K	0.03%	121

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Accurate Investment Solutions's DWM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 790 shares — an estimated $31K sold.

Accurate Investment Solutions first reported a position in DWM in Q4 2018 and held it in 6 quarters. The position peaked at $42K in Q4 2019. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

Accurate Investment Solutions reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 790 WisdomTree International Equity Fund shares in Q2 2020, an estimated $31K.
Accurate Investment Solutions first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 6 quarters.
Accurate Investment Solutions's WisdomTree International Equity Fund position peaked at $42K in Q4 2019.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.