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FormulaFolio Investments’s WisdomTree International Equity Fund DWM Stock Holding History

FormulaFolio Investments’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
Q2 		$70K Buy
1,283
+16
+1% +$880 0.02% 126
2021
Q1 		$70K Buy
+1,267
New +$66.1K 0.02% 124

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

FormulaFolio Investments's DWM Position: Q2 2021 in Review

FormulaFolio Investments increased its WisdomTree International Equity Fund (DWM) stake by 1.3% in Q2 2021, buying an estimated $880 and bringing the position to 1,283 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #126.

FormulaFolio Investments first reported a position in DWM in Q1 2021 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

  • FormulaFolio Investments held 1,283 shares of WisdomTree International Equity Fund worth $70K as of Q2 2021.
  • FormulaFolio Investments bought 16 WisdomTree International Equity Fund shares in Q2 2021, an estimated $880.
  • WisdomTree International Equity Fund made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #126 holding.
  • FormulaFolio Investments first reported a position in WisdomTree International Equity Fund in Q1 2021 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.