Certified Advisory Corp’s WisdomTree International Equity Fund DWM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-18	Closed	-$1K	–	342
2021 Q1	$1K	Buy	+18	New	+$939	﹤0.01%	754
2020 Q2	$3K	Buy	72 +21	+41%	+$890	﹤0.01%	669
2020 Q1	$2K	Sell	51 -563	-92%	-$27.1K	﹤0.01%	689
2019 Q4	$33K	Buy	614 +5	+0.8%	+$258	0.01%	378
2019 Q3	$30K	Buy	609 +18	+3%	+$892	0.01%	398
2019 Q2	$30K	Sell	591 -721	-55%	-$36.7K	0.01%	395
2019 Q1	$66K	Buy	1,312 +34	+3%	+$1.69K	0.03%	263
2018 Q4	$60K	Buy	1,278 +23	+2%	+$1.13K	0.03%	252
2018 Q3	$67K	Buy	1,255 +27	+2%	+$1.44K	0.03%	255
2018 Q2	$65K	Buy	1,228 +21	+2%	+$1.16K	0.04%	242
2018 Q1	$66K	Sell	1,207 -46,813	-97%	-$2.64M	0.04%	237
2017 Q4	$80K	Buy	+48,020	New	+$2.64M	0.06%	177

Other funds holding DWM

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

PWPS

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

Certified Advisory Corp's DWM Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree International Equity Fund (DWM) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in DWM in Q4 2017 and held it in 12 quarters. The position peaked at $80K in Q4 2017. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

Certified Advisory Corp reported no remaining WisdomTree International Equity Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 18 WisdomTree International Equity Fund shares in Q2 2021, an estimated $1K.
Certified Advisory Corp first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's WisdomTree International Equity Fund position peaked at $80K in Q4 2017.
119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.