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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 $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 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.