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Freedom Investment Management’s WisdomTree International Equity Fund DWM Stock Holding History

Freedom Investment Management’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
2017
Q2 		– Sell
-4,427
Closed -$220K – 1074
2017
Q1 		$220K Buy
+4,427
New +$215K 0.01% 923

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PFM
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UBS Group
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SEIA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $4.86B AUM 22.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's DWM Position: Q2 2017 in Review

Freedom Investment Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2017, closing a stake of 4,427 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in DWM in Q1 2017 and held it in 1 quarter. The position peaked at $220K in Q1 2017. 90 funds tracked by Wall St. Rank hold DWM as of Q2 2017.

  • Freedom Investment Management reported no remaining WisdomTree International Equity Fund position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 4,427 WisdomTree International Equity Fund shares in Q2 2017, an estimated $220K.
  • Freedom Investment Management first reported a position in WisdomTree International Equity Fund in Q1 2017 and held it in 1 quarter.
  • Freedom Investment Management's WisdomTree International Equity Fund position peaked at $220K in Q1 2017.
  • 90 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.