Avestar Capital’s WisdomTree International Equity Fund DWM Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-245	Closed	-$12K	–	352
2019 Q2	$12K	Hold	245	–	–	0.01%	476
2019 Q1	$12K	Hold	245	–	–	0.01%	452
2018 Q4	$11K	Sell	245 -82,485	-100%	-$4.06M	0.01%	422
2018 Q3	$4.36M	Buy	82,730 +43,033	+108%	+$2.29M	2.52%	9
2018 Q2	$2.07M	Sell	39,697 -40,391	-50%	-$2.23M	1.31%	15
2018 Q1	$4.37M	Buy	+80,088	New	+$4.51M	2.84%	9

Other funds holding DWM

PFM

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

SEIA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avestar Capital's DWM Position: Q3 2019 in Review

Avestar Capital sold out of WisdomTree International Equity Fund (DWM) in Q3 2019, closing a stake of 245 shares — an estimated $12K sold.

Avestar Capital first reported a position in DWM in Q1 2018 and held it in 6 quarters. The position peaked at $4.37M in Q1 2018. 120 funds tracked by Wall St. Rank hold DWM as of Q3 2019.

Avestar Capital reported no remaining WisdomTree International Equity Fund position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 245 WisdomTree International Equity Fund shares in Q3 2019, an estimated $12K.
Avestar Capital first reported a position in WisdomTree International Equity Fund in Q1 2018 and held it in 6 quarters.
Avestar Capital's WisdomTree International Equity Fund position peaked at $4.37M in Q1 2018.
120 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.