CAL
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Capital Advisors Ltd’s WisdomTree International Equity Fund DWM Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-1,758
Closed -$69K – 457
2020
Q1 		$69K Hold
1,758
– – 0.02% 234
2019
Q4 		$94K Hold
1,758
– – 0.02% 209
2019
Q3 		$87K Hold
1,758
– – 0.02% 210
2019
Q2 		$90K Hold
1,758
– – 0.03% 222
2019
Q1 		$89K Hold
1,758
– – 0.02% 226
2018
Q4 		$82K Hold
1,758
– – 0.02% 226
2018
Q3 		$93K Hold
1,758
– – 0.03% 234
2018
Q2 		$93K Hold
1,758
– – 0.03% 187
2018
Q1 		$96K Hold
1,758
– – 0.03% 180
2017
Q4 		$98K Hold
1,758
– – 0.03% 176
2017
Q3 		$96K Hold
1,758
– – 0.03% 174
2017
Q2 		$91K Hold
1,758
– – 0.03% 172
2017
Q1 		$87K Hold
1,758
– – 0.03% 164
2016
Q4 		$82K Buy
1,758
+553
+46% +$25.5K 0.03% 161
2016
Q3 		$57K Hold
1,205
– – 0.03% 175
2016
Q2 		$54K Hold
1,205
– – 0.03% 176
2016
Q1 		$55K Hold
1,205
– – 0.03% 174
2015
Q4 		$56K Hold
1,205
– – 0.03% 170
2015
Q3 		$55K Hold
1,205
– – 0.03% 169
2015
Q2 		$62K Hold
1,205
– – 0.03% 169
2015
Q1 		$62K Hold
1,205
– – 0.03% 164
2014
Q4 		$60K Hold
1,205
– – 0.03% 159
2014
Q3 		$62K Hold
1,205
– – 0.04% 160
2014
Q2 		$67K Hold
1,205
– – 0.04% 162
2014
Q1 		$66K Hold
1,205
– – 0.04% 162
2013
Q4 		$66K Buy
+1,205
New +$63.9K 0.04% 131

Other funds holding DWM

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Capital Advisors Ltd's DWM Position: Q2 2020 in Review

Capital Advisors Ltd sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 1,758 shares — an estimated $69K sold.

Capital Advisors Ltd first reported a position in DWM in Q4 2013 and held it in 26 quarters. The position peaked at $98K in Q4 2017. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

  • Capital Advisors Ltd reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,758 WisdomTree International Equity Fund shares in Q2 2020, an estimated $69K.
  • Capital Advisors Ltd first reported a position in WisdomTree International Equity Fund in Q4 2013 and held it in 26 quarters.
  • Capital Advisors Ltd's WisdomTree International Equity Fund position peaked at $98K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Capital Advisors Ltd's 13F filing for Q2 2020, filed 6 Aug 2020.