Arete Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Arete Wealth Advisors’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
2022 Q2	–	Sell	-3,874	Closed	-$204K	–	479
2022 Q1	$204K	Hold	3,874	–	–	0.02%	476
2021 Q4	$210K	Buy	+3,874	New	+$208K	0.02%	465
2021 Q3	–	Sell	-4,011	Closed	-$219K	–	420
2021 Q2	$219K	Sell	4,011 -283	-7%	-$15.6K	0.03%	321
2021 Q1	$226K	Sell	4,294 -1,475	-26%	-$77K	0.03%	368
2020 Q4	$292K	Buy	5,769 +308	+6%	+$14.8K	0.04%	314
2020 Q3	$249K	Buy	+5,461	New	+$252K	0.04%	317

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

PWPS

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

Arete Wealth Advisors's DWM Position: Q2 2022 in Review

Arete Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2022, closing a stake of 3,874 shares — an estimated $204K sold.

Arete Wealth Advisors first reported a position in DWM in Q3 2020 and held it in 6 quarters. The position peaked at $292K in Q4 2020. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

Arete Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2022 after selling out during the quarter.
Arete Wealth Advisors sold 3,874 WisdomTree International Equity Fund shares in Q2 2022, an estimated $204K.
Arete Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q3 2020 and held it in 6 quarters.
Arete Wealth Advisors's WisdomTree International Equity Fund position peaked at $292K in Q4 2020.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.