Institute for Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Institute for Wealth 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
2020 Q1	–	Sell	-2,930	Closed	-$157K	–	443
2019 Q4	$157K	Buy	+2,930	New	+$151K	0.04%	438

Other funds holding DWM

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

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

MHS

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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

Institute for Wealth Management's DWM Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 2,930 shares — an estimated $157K sold.

Institute for Wealth Management first reported a position in DWM in Q4 2019 and held it in 1 quarter. The position peaked at $157K in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Institute for Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 2,930 WisdomTree International Equity Fund shares in Q1 2020, an estimated $157K.
Institute for Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's WisdomTree International Equity Fund position peaked at $157K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.