Dynamic Advisor Solutions’s WisdomTree International Equity Fund DWM Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-7,117	Closed	-$388K	–	769
2021 Q2	$388K	Sell	7,117 -734	-9%	-$40.4K	0.03%	482
2021 Q1	$413K	Sell	7,851 -1,312	-14%	-$68.5K	0.04%	422
2020 Q4	$464K	Buy	9,163 +1,336	+17%	+$64K	0.04%	377
2020 Q3	$356K	Buy	7,827 +62	+0.8%	+$2.86K	0.04%	381
2020 Q2	$344K	Buy	7,765 +869	+13%	+$36.8K	0.05%	358
2020 Q1	$272K	Sell	6,896 -289	-4%	-$13.9K	0.05%	350
2019 Q4	$384K	Sell	7,185 -1,753	-20%	-$90.5K	0.05%	354
2019 Q3	$444K	Buy	8,938 +912	+11%	+$45.2K	0.07%	296
2019 Q2	$409K	Buy	8,026 +1,462	+22%	+$74.3K	0.07%	296
2019 Q1	$332K	Sell	6,564 -2,088	-24%	-$104K	0.06%	284
2018 Q4	$424K	Sell	8,652 -1,357	-14%	-$66.8K	0.09%	231
2018 Q3	$532K	Buy	10,009 +108	+1%	+$5.74K	0.11%	211
2018 Q2	$522K	Buy	+9,901	New	+$548K	0.12%	203

Other funds holding DWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dynamic Advisor Solutions's DWM Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of WisdomTree International Equity Fund (DWM) in Q3 2021, closing a stake of 7,117 shares — an estimated $388K sold.

Dynamic Advisor Solutions first reported a position in DWM in Q2 2018 and held it in 13 quarters. The position peaked at $532K in Q3 2018. 113 funds tracked by Wall St. Rank hold DWM as of Q3 2021.

Dynamic Advisor Solutions reported no remaining WisdomTree International Equity Fund position as of Q3 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 7,117 WisdomTree International Equity Fund shares in Q3 2021, an estimated $388K.
Dynamic Advisor Solutions first reported a position in WisdomTree International Equity Fund in Q2 2018 and held it in 13 quarters.
Dynamic Advisor Solutions's WisdomTree International Equity Fund position peaked at $532K in Q3 2018.
113 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.