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

CoreCap 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
2022 Q1	–	Sell	-500	Closed	-$27K	–	937
2021 Q4	$27K	Buy	+500	New	+$26.8K	﹤0.01%	1217

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

MHS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MWP

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

CoreCap Advisors's DWM Position: Q1 2022 in Review

CoreCap Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2022, closing a stake of 500 shares — an estimated $27K sold.

CoreCap Advisors first reported a position in DWM in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 127 funds tracked by Wall St. Rank hold DWM as of Q1 2022.

CoreCap Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2022 after selling out during the quarter.
CoreCap Advisors sold 500 WisdomTree International Equity Fund shares in Q1 2022, an estimated $27K.
CoreCap Advisors first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 1 quarter.
CoreCap Advisors's WisdomTree International Equity Fund position peaked at $27K in Q4 2021.
127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2022.

Based on CoreCap Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.