Matrix Private Capital Group’s WisdomTree International Equity Fund DWM Stock Holding History

Matrix Private Capital Group’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	-282	Closed	-$15K	–	168
2019 Q4	$15K	Buy	+282	New	+$14.6K	0.02%	182

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

Matrix Private Capital Group's DWM Position: Q1 2020 in Review

Matrix Private Capital Group sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 282 shares — an estimated $15K sold.

Matrix Private Capital Group first reported a position in DWM in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Matrix Private Capital Group reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Matrix Private Capital Group sold 282 WisdomTree International Equity Fund shares in Q1 2020, an estimated $15K.
Matrix Private Capital Group first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 1 quarter.
Matrix Private Capital Group's WisdomTree International Equity Fund position peaked at $15K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Matrix Private Capital Group's 13F filing for Q1 2020, filed 22 Feb 2022.