Avantax Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-7,955	Closed	-$362K	–	1036
2020 Q3	$362K	Buy	7,955 +2,359	+42%	+$109K	0.01%	941
2020 Q2	$248K	Sell	5,596 -3,964	-41%	-$168K	0.01%	709
2020 Q1	$376K	Buy	9,560 +113	+1%	+$5.44K	0.01%	509
2019 Q4	$508K	Buy	+9,447	New	+$488K	0.01%	473
2019 Q3	–	Sell	-3,988	Closed	-$203K	–	577
2019 Q2	$203K	Buy	+3,988	New	+$203K	0.01%	485

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWP

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

Avantax Advisory Services's DWM Position: Q4 2020 in Review

Avantax Advisory Services sold out of WisdomTree International Equity Fund (DWM) in Q4 2020, closing a stake of 7,955 shares — an estimated $362K sold.

Avantax Advisory Services first reported a position in DWM in Q2 2019 and held it in 5 quarters. The position peaked at $508K in Q4 2019. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

Avantax Advisory Services reported no remaining WisdomTree International Equity Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 7,955 WisdomTree International Equity Fund shares in Q4 2020, an estimated $362K.
Avantax Advisory Services first reported a position in WisdomTree International Equity Fund in Q2 2019 and held it in 5 quarters.
Avantax Advisory Services's WisdomTree International Equity Fund position peaked at $508K in Q4 2019.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.