Claro Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Claro Advisors’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
2019 Q1	–	Sell	-290	Closed	-$15K	–	358
2018 Q4	$15K	Buy	+290	New	+$14.3K	0.01%	599

Other funds holding DWM

PFM

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

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

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

SEIA

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

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

FWCM

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

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Claro Advisors's DWM Position: Q1 2019 in Review

Claro Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2019, closing a stake of 290 shares — an estimated $15K sold.

Claro Advisors first reported a position in DWM in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 125 funds tracked by Wall St. Rank hold DWM as of Q1 2019.

Claro Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 290 WisdomTree International Equity Fund shares in Q1 2019, an estimated $15K.
Claro Advisors first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 1 quarter.
Claro Advisors's WisdomTree International Equity Fund position peaked at $15K in Q4 2018.
125 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.