Eudaimonia Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Eudaimonia Partners’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	-1,665	Closed	-$84K	–	1634
2020 Q4	$84K	Hold	1,665	–	–	0.02%	491
2020 Q3	$76K	Buy	1,665 +735	+79%	+$33.9K	0.02%	466
2020 Q2	$41K	Sell	930 -216	-19%	-$9.15K	0.02%	545
2020 Q1	$45K	Buy	1,146 +111	+11%	+$5.34K	0.02%	489
2019 Q4	$55K	Buy	+1,035	New	+$53.4K	0.02%	471

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MHS

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Eudaimonia Partners's DWM Position: Q1 2021 in Review

Eudaimonia Partners sold out of WisdomTree International Equity Fund (DWM) in Q1 2021, closing a stake of 1,665 shares — an estimated $84K sold.

Eudaimonia Partners first reported a position in DWM in Q4 2019 and held it in 5 quarters. The position peaked at $84K in Q4 2020. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2021.

Eudaimonia Partners reported no remaining WisdomTree International Equity Fund position as of Q1 2021 after selling out during the quarter.
Eudaimonia Partners sold 1,665 WisdomTree International Equity Fund shares in Q1 2021, an estimated $84K.
Eudaimonia Partners first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 5 quarters.
Eudaimonia Partners's WisdomTree International Equity Fund position peaked at $84K in Q4 2020.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2021.

Based on Eudaimonia Partners's 13F filing for Q1 2021, filed 17 May 2021.