FinTrust Capital Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

FinTrust Capital Advisors’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 Q4	–	Sell	-468	Closed	-$25K	–	1206
2021 Q3	$25K	Hold	468	–	–	0.01%	680
2021 Q2	$26K	Hold	468	–	–	0.01%	686
2021 Q1	$25K	Sell	468 -100	-18%	-$5.22K	0.01%	660
2020 Q4	$29K	Hold	568	–	–	0.01%	586
2020 Q3	$26K	Sell	568 -100	-15%	-$4.62K	0.01%	598
2020 Q2	$30K	Sell	668 -120	-15%	-$5.08K	0.01%	569
2020 Q1	$31K	Hold	788	–	–	0.02%	534
2019 Q4	$42K	Hold	788	–	–	0.02%	474
2019 Q3	$39K	Hold	788	–	–	0.01%	495
2019 Q2	$40K	Hold	788	–	–	0.02%	454
2019 Q1	$40K	Hold	788	–	–	0.02%	435
2018 Q4	$37K	Buy	+788	New	+$38.8K	0.02%	440

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

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

PWPS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

FinTrust Capital Advisors's DWM Position: Q4 2021 in Review

FinTrust Capital Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2021, closing a stake of 468 shares — an estimated $25K sold.

FinTrust Capital Advisors first reported a position in DWM in Q4 2018 and held it in 12 quarters. The position peaked at $42K in Q4 2019. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2021.

FinTrust Capital Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 468 WisdomTree International Equity Fund shares in Q4 2021, an estimated $25K.
FinTrust Capital Advisors first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 12 quarters.
FinTrust Capital Advisors's WisdomTree International Equity Fund position peaked at $42K in Q4 2019.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2021.

Based on FinTrust Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.