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Chicago Partners Investment Group’s WisdomTree International Equity Fund DWM Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-20
Closed -$1K – 485
2018
Q3 		$1K Buy
+20
New +$1.06K ﹤0.01% 1022

Other funds holding DWM

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PFM
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SEIA
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FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chicago Partners Investment Group's DWM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Chicago Partners Investment Group first reported a position in DWM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 20 WisdomTree International Equity Fund shares in Q4 2018, an estimated $1K.
  • Chicago Partners Investment Group first reported a position in WisdomTree International Equity Fund in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's WisdomTree International Equity Fund position peaked at $1K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.