C.M. Bidwell & Associates’s WisdomTree International Equity Fund DWM Stock Holding History

C.M. Bidwell & Associates’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
2021 Q3	–	Sell	-243	Closed	-$13K	–	573
2021 Q2	$13K	Buy	+243	New	+$13.4K	0.01%	377

Other funds holding DWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWM

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

MWP

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

C.M. Bidwell & Associates's DWM Position: Q3 2021 in Review

C.M. Bidwell & Associates sold out of WisdomTree International Equity Fund (DWM) in Q3 2021, closing a stake of 243 shares — an estimated $13K sold.

C.M. Bidwell & Associates first reported a position in DWM in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 113 funds tracked by Wall St. Rank hold DWM as of Q3 2021.

C.M. Bidwell & Associates reported no remaining WisdomTree International Equity Fund position as of Q3 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 243 WisdomTree International Equity Fund shares in Q3 2021, an estimated $13K.
C.M. Bidwell & Associates first reported a position in WisdomTree International Equity Fund in Q2 2021 and held it in 1 quarter.
C.M. Bidwell & Associates's WisdomTree International Equity Fund position peaked at $13K in Q2 2021.
113 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.