Allred Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Allred Capital Management’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 Q1	–	Sell	-1,290	Closed	-$69K	–	290
2019 Q4	$69K	Buy	+1,290	New	+$66.6K	0.04%	275
2019 Q2	–	Sell	-5,090	Closed	-$261K	–	182
2019 Q1	$261K	Sell	5,090 -707	-12%	-$35.1K	0.15%	150
2018 Q4	$270K	Buy	+5,797	New	+$286K	0.18%	132

Other funds holding DWM

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

SEIA

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

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

MHS

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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

Allred Capital Management's DWM Position: Q1 2020 in Review

Allred Capital Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 1,290 shares — an estimated $69K sold.

Allred Capital Management first reported a position in DWM in Q4 2018 and held it in 3 quarters. The position peaked at $270K in Q4 2018. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Allred Capital Management reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Allred Capital Management sold 1,290 WisdomTree International Equity Fund shares in Q1 2020, an estimated $69K.
Allred Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 3 quarters.
Allred Capital Management's WisdomTree International Equity Fund position peaked at $270K in Q4 2018.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.