Advisor Resource Council’s WisdomTree International Equity Fund DWM Stock Holding History

Advisor Resource Council’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
2021 Q3	–	Sell	-5,826	Closed	-$318K	–	287
2021 Q2	$318K	Buy	+5,826	New	+$320K	0.03%	382

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

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

SWM

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Advisor Resource Council's DWM Position: Q3 2021 in Review

Advisor Resource Council sold out of WisdomTree International Equity Fund (DWM) in Q3 2021, closing a stake of 5,826 shares — an estimated $318K sold.

Advisor Resource Council first reported a position in DWM in Q2 2021 and held it in 1 quarter. The position peaked at $318K in Q2 2021. 113 funds tracked by Wall St. Rank hold DWM as of Q3 2021.

Advisor Resource Council reported no remaining WisdomTree International Equity Fund position as of Q3 2021 after selling out during the quarter.
Advisor Resource Council sold 5,826 WisdomTree International Equity Fund shares in Q3 2021, an estimated $318K.
Advisor Resource Council first reported a position in WisdomTree International Equity Fund in Q2 2021 and held it in 1 quarter.
Advisor Resource Council's WisdomTree International Equity Fund position peaked at $318K in Q2 2021.
113 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.