IAG Wealth Partners’s WisdomTree International Equity Fund DWM Stock Holding History

IAG Wealth 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 Q4	–	Sell	-1,445	Closed	-$77K	–	407
2021 Q3	$77K	Hold	1,445	–	–	0.03%	94
2021 Q2	$79K	Hold	1,445	–	–	0.03%	90
2021 Q1	$76K	Hold	1,445	–	–	0.03%	86
2020 Q4	$74K	Hold	1,445	–	–	0.03%	87
2020 Q3	$66K	Hold	1,445	–	–	0.03%	89
2020 Q2	$64K	Buy	+1,445	New	+$61.2K	0.03%	89

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

MWP

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

IAG Wealth Partners's DWM Position: Q4 2021 in Review

IAG Wealth Partners sold out of WisdomTree International Equity Fund (DWM) in Q4 2021, closing a stake of 1,445 shares — an estimated $77K sold.

IAG Wealth Partners first reported a position in DWM in Q2 2020 and held it in 6 quarters. The position peaked at $79K in Q2 2021. 128 funds tracked by Wall St. Rank hold DWM as of Q4 2021.

IAG Wealth Partners reported no remaining WisdomTree International Equity Fund position as of Q4 2021 after selling out during the quarter.
IAG Wealth Partners sold 1,445 WisdomTree International Equity Fund shares in Q4 2021, an estimated $77K.
IAG Wealth Partners first reported a position in WisdomTree International Equity Fund in Q2 2020 and held it in 6 quarters.
IAG Wealth Partners's WisdomTree International Equity Fund position peaked at $79K in Q2 2021.
128 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2021.

Based on IAG Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.