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

Clearstead 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
2020 Q2	–	Sell	-100	Closed	-$4K	–	798
2020 Q1	$4K	Buy	+100	New	+$4.81K	﹤0.01%	662

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

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

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 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

Clearstead Advisors's DWM Position: Q2 2020 in Review

Clearstead Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

Clearstead Advisors first reported a position in DWM in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

Clearstead Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
Clearstead Advisors sold 100 WisdomTree International Equity Fund shares in Q2 2020, an estimated $4K.
Clearstead Advisors first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 1 quarter.
Clearstead Advisors's WisdomTree International Equity Fund position peaked at $4K in Q1 2020.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Clearstead Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.