Johanson Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Johanson Financial Advisors’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	-784	Closed	-$41.9K	–	132
2019 Q4	$41.9K	Buy	+784	New	+$40.5K	0.02%	176

Other funds holding DWM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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 $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Johanson Financial Advisors's DWM Position: Q1 2020 in Review

Johanson Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 784 shares — an estimated $41.9K sold.

Johanson Financial Advisors first reported a position in DWM in Q4 2019 and held it in 1 quarter. The position peaked at $41.9K in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Johanson Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 784 WisdomTree International Equity Fund shares in Q1 2020, an estimated $41.9K.
Johanson Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 1 quarter.
Johanson Financial Advisors's WisdomTree International Equity Fund position peaked at $41.9K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.