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Americana Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Americana Partners’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
Q3 		– Sell
-5,474
Closed -$242K – 95
2020
Q2 		$242K Hold
5,474
– – 0.18% 76
2020
Q1 		$216K Hold
5,474
– – 0.22% 88
2019
Q4 		$292K Buy
+5,474
New +$283K 0.16% 75

Other funds holding DWM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Americana Partners's DWM Position: Q3 2020 in Review

Americana Partners sold out of WisdomTree International Equity Fund (DWM) in Q3 2020, closing a stake of 5,474 shares — an estimated $242K sold.

Americana Partners first reported a position in DWM in Q4 2019 and held it in 3 quarters. The position peaked at $292K in Q4 2019. 108 funds tracked by Wall St. Rank hold DWM as of Q3 2020.

  • Americana Partners reported no remaining WisdomTree International Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Americana Partners sold 5,474 WisdomTree International Equity Fund shares in Q3 2020, an estimated $242K.
  • Americana Partners first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 3 quarters.
  • Americana Partners's WisdomTree International Equity Fund position peaked at $292K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2020.

Based on Americana Partners's 13F filing for Q3 2020, filed 26 Oct 2020.