Core Wealth Advisors (Florida)’s WisdomTree International Equity Fund DWM Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-195	Closed	-$9K	–	184
2020 Q3	$9K	Buy	+195	New	+$9K	0.01%	104

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

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

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

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

MWM

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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DWM Position: Q4 2020 in Review

Core Wealth Advisors (Florida) sold out of WisdomTree International Equity Fund (DWM) in Q4 2020, closing a stake of 195 shares — an estimated $9K sold.

Core Wealth Advisors (Florida) first reported a position in DWM in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

Core Wealth Advisors (Florida) reported no remaining WisdomTree International Equity Fund position as of Q4 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 195 WisdomTree International Equity Fund shares in Q4 2020, an estimated $9K.
Core Wealth Advisors (Florida) first reported a position in WisdomTree International Equity Fund in Q3 2020 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s WisdomTree International Equity Fund position peaked at $9K in Q3 2020.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2020, filed 5 Feb 2021.