Advisor Group’s WisdomTree International Equity Fund DWM Stock Holding History

Advisor Group’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
2019 Q4	$3.59M	Buy	67,082 +11,655	+21%	+$602K	0.02%	541
2019 Q3	$2.76M	Buy	55,427 +14,684	+36%	+$728K	0.02%	632
2019 Q2	$2.08M	Buy	40,743 +20,289	+99%	+$1.03M	0.02%	744
2019 Q1	$1.04M	Buy	20,454 +10,246	+100%	+$509K	0.01%	1063
2018 Q4	$475K	Buy	10,208 +2,505	+33%	+$123K	﹤0.01%	1439
2018 Q3	$409K	Buy	7,703 +3,883	+102%	+$206K	﹤0.01%	1615
2018 Q2	$202K	Buy	3,820 +38	+1%	+$2.1K	﹤0.01%	1968
2018 Q1	$208K	Buy	3,782 +840	+29%	+$47.3K	﹤0.01%	1948
2017 Q4	$164K	Buy	2,942 +607	+26%	+$33.4K	﹤0.01%	2162
2017 Q3	$128K	Buy	2,335 +592	+34%	+$31.6K	﹤0.01%	2199
2017 Q2	$91K	Sell	1,743 -125	-7%	-$6.45K	﹤0.01%	2381
2017 Q1	$93K	Buy	1,868 +647	+53%	+$31.4K	﹤0.01%	2213
2016 Q4	$57K	Buy	1,221 +132	+12%	+$6.08K	﹤0.01%	2509
2016 Q3	$51K	Buy	1,089 +60	+6%	+$2.79K	﹤0.01%	2528
2016 Q2	$45K	Buy	+1,029	New	+$47.3K	﹤0.01%	2488

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's DWM Position: Q4 2019 in Review

Advisor Group increased its WisdomTree International Equity Fund (DWM) stake by 21% in Q4 2019, buying an estimated $602K and bringing the position to 67,082 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #541.

Advisor Group first reported a position in DWM in Q2 2016 and has held it in 15 quarters since. 139 funds tracked by Wall St. Rank hold DWM as of Q4 2019.

Advisor Group held 67,082 shares of WisdomTree International Equity Fund worth $3.59M as of Q4 2019.
Advisor Group bought 11,655 WisdomTree International Equity Fund shares in Q4 2019, an estimated $602K.
WisdomTree International Equity Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #541 holding.
Advisor Group first reported a position in WisdomTree International Equity Fund in Q2 2016 and has held it in 15 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.