BOK Financial’s WisdomTree International Equity Fund DWM Stock Holding History

BOK Financial’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 Q1	–	Sell	-8,442	Closed	-$451K	–	854
2019 Q4	$451K	Sell	8,442 -1,611	-16%	-$83.2K	0.01%	720
2019 Q3	$500K	Hold	10,053	–	–	0.01%	677
2019 Q2	$513K	Hold	10,053	–	–	0.01%	660
2019 Q1	$509K	Hold	10,053	–	–	0.01%	664
2018 Q4	$469K	Buy	10,053 +3,381	+51%	+$167K	0.01%	634
2018 Q3	$354K	Hold	6,672	–	–	0.01%	763
2018 Q2	$352K	Hold	6,672	–	–	0.01%	762
2018 Q1	$366K	Hold	6,672	–	–	0.01%	720
2017 Q4	$372K	Buy	6,672 +202	+3%	+$11.1K	0.01%	740
2017 Q3	$352K	Hold	6,470	–	–	0.01%	745
2017 Q2	$336K	Buy	+6,470	New	+$334K	0.01%	719

Other funds holding DWM

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

SEIA

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

PFM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

SWM

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

RJFSA

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

BOK Financial's DWM Position: Q1 2020 in Review

BOK Financial sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 8,442 shares — an estimated $451K sold.

BOK Financial first reported a position in DWM in Q2 2017 and held it in 11 quarters. The position peaked at $513K in Q2 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

BOK Financial reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
BOK Financial sold 8,442 WisdomTree International Equity Fund shares in Q1 2020, an estimated $451K.
BOK Financial first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 11 quarters.
BOK Financial's WisdomTree International Equity Fund position peaked at $513K in Q2 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on BOK Financial's 13F filing for Q1 2020, filed 13 May 2020.