HNP Capital’s WisdomTree International Equity Fund DWM Stock Holding History

HNP Capital’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
2020 Q2	–	Sell	-28,796	Closed	-$1.14M	–	169
2020 Q1	$1.14M	Buy	+28,796	New	+$1.39M	0.17%	99

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MHS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

HNP Capital's DWM Position: Q2 2020 in Review

HNP Capital sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 28,796 shares — an estimated $1.14M sold.

HNP Capital first reported a position in DWM in Q1 2020 and held it in 1 quarter. The position peaked at $1.14M in Q1 2020. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

HNP Capital reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
HNP Capital sold 28,796 WisdomTree International Equity Fund shares in Q2 2020, an estimated $1.14M.
HNP Capital first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 1 quarter.
HNP Capital's WisdomTree International Equity Fund position peaked at $1.14M in Q1 2020.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on HNP Capital's 13F filing for Q2 2020, filed 6 Jul 2020.