BFC
DWM icon

Bedel Financial Consulting’s WisdomTree International Equity Fund DWM Stock Holding History

Bedel Financial Consulting’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
2018
Q2 		– Sell
-210
Closed -$12K – 697
2018
Q1 		$12K Buy
+210
New +$11.8K 0.01% 449

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bedel Financial Consulting's DWM Position: Q2 2018 in Review

Bedel Financial Consulting sold out of WisdomTree International Equity Fund (DWM) in Q2 2018, closing a stake of 210 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in DWM in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 111 funds tracked by Wall St. Rank hold DWM as of Q2 2018.

  • Bedel Financial Consulting reported no remaining WisdomTree International Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 210 WisdomTree International Equity Fund shares in Q2 2018, an estimated $12K.
  • Bedel Financial Consulting first reported a position in WisdomTree International Equity Fund in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's WisdomTree International Equity Fund position peaked at $12K in Q1 2018.
  • 111 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.