CFO
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CVA Family Office’s WisdomTree International Equity Fund DWM Stock Holding History

CVA Family Office’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
-1,030
Closed -$41K – 325
2020
Q1 		$41K Buy
+1,030
New +$49.6K 0.04% 155

Other funds holding DWM

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

CVA Family Office's DWM Position: Q2 2020 in Review

CVA Family Office sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 1,030 shares — an estimated $41K sold.

CVA Family Office first reported a position in DWM in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

  • CVA Family Office reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
  • CVA Family Office sold 1,030 WisdomTree International Equity Fund shares in Q2 2020, an estimated $41K.
  • CVA Family Office first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 1 quarter.
  • CVA Family Office's WisdomTree International Equity Fund position peaked at $41K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on CVA Family Office's 13F filing for Q2 2020, filed 31 Jul 2020.