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KCS Wealth Advisory’s WisdomTree International Equity Fund DWM Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-1,164
Closed -$57.9K – 207
2019
Q3 		$57.9K Buy
+1,164
New +$57.7K 0.04% 231

Other funds holding DWM

PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCS Wealth Advisory's DWM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of WisdomTree International Equity Fund (DWM) in Q4 2019, closing a stake of 1,164 shares — an estimated $57.9K sold.

KCS Wealth Advisory first reported a position in DWM in Q3 2019 and held it in 1 quarter. The position peaked at $57.9K in Q3 2019. 139 funds tracked by Wall St. Rank hold DWM as of Q4 2019.

  • KCS Wealth Advisory reported no remaining WisdomTree International Equity Fund position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,164 WisdomTree International Equity Fund shares in Q4 2019, an estimated $57.9K.
  • KCS Wealth Advisory first reported a position in WisdomTree International Equity Fund in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's WisdomTree International Equity Fund position peaked at $57.9K in Q3 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.