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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

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Signature Estate & Investment Advisors
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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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. 110 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.
  • 110 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.