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Archer Investment Corporation’s WisdomTree International Equity Fund DWM Stock Holding History

Archer Investment Corporation’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
-495
Closed -$20K – 652
2020
Q1 		$20K Buy
+495
New +$23.8K 0.01% 351

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Archer Investment Corporation's DWM Position: Q2 2020 in Review

Archer Investment Corporation sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 495 shares — an estimated $20K sold.

Archer Investment Corporation first reported a position in DWM in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

  • Archer Investment Corporation reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 495 WisdomTree International Equity Fund shares in Q2 2020, an estimated $20K.
  • Archer Investment Corporation first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 1 quarter.
  • Archer Investment Corporation's WisdomTree International Equity Fund position peaked at $20K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Archer Investment Corporation's 13F filing for Q2 2020, filed 13 Aug 2020.