Crescent Capital Consulting’s WisdomTree International Equity Fund DWM Stock Holding History

Crescent Capital Consulting’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
2021 Q1	–	Sell	-58	Closed	-$3K	–	515
2020 Q4	$3K	Buy	+58	New	+$2.78K	﹤0.01%	385

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Crescent Capital Consulting's DWM Position: Q1 2021 in Review

Crescent Capital Consulting sold out of WisdomTree International Equity Fund (DWM) in Q1 2021, closing a stake of 58 shares — an estimated $3K sold.

Crescent Capital Consulting first reported a position in DWM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2021.

Crescent Capital Consulting reported no remaining WisdomTree International Equity Fund position as of Q1 2021 after selling out during the quarter.
Crescent Capital Consulting sold 58 WisdomTree International Equity Fund shares in Q1 2021, an estimated $3K.
Crescent Capital Consulting first reported a position in WisdomTree International Equity Fund in Q4 2020 and held it in 1 quarter.
Crescent Capital Consulting's WisdomTree International Equity Fund position peaked at $3K in Q4 2020.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.