MIA
DWM icon

MainStreet Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

MainStreet Investment 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
Q2 		– Sell
-23,734
Closed -$937K – 251
2020
Q1 		$937K Sell
23,734
-268
-1% -$12.9K 0.12% 108
2019
Q4 		$1.28M Buy
+24,002
New +$1.24M 0.14% 88

Other funds holding DWM

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

MainStreet Investment Advisors's DWM Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 23,734 shares — an estimated $937K sold.

MainStreet Investment Advisors first reported a position in DWM in Q4 2019 and held it in 2 quarters. The position peaked at $1.28M in Q4 2019. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 23,734 WisdomTree International Equity Fund shares in Q2 2020, an estimated $937K.
  • MainStreet Investment Advisors first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 2 quarters.
  • MainStreet Investment Advisors's WisdomTree International Equity Fund position peaked at $1.28M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.