Moisand Fitzgerald Tamayo’s WisdomTree International Equity Fund DWM Stock Holding History

Moisand Fitzgerald Tamayo’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	-207	Closed	-$11K	–	264
2019 Q4	$11K	Buy	207 +19	+10%	+$981	0.01%	194
2019 Q3	$9K	Buy	188 +25	+15%	+$1.24K	﹤0.01%	199
2019 Q2	$8K	Buy	163 +20	+14%	+$1.02K	﹤0.01%	203
2019 Q1	$7K	Buy	143 +6	+4%	+$298	﹤0.01%	211
2018 Q4	$6K	Buy	137 +19	+16%	+$936	﹤0.01%	211
2018 Q3	$6K	Buy	118 +18	+18%	+$956	﹤0.01%	234
2018 Q2	$5K	Buy	100 +22	+28%	+$1.22K	﹤0.01%	222
2018 Q1	$4K	Buy	+78	New	+$4.39K	﹤0.01%	260
2017 Q4	–	Sell	-34	Closed	-$2K	–	296
2017 Q3	$2K	Buy	+34	New	+$1.81K	﹤0.01%	272

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

Moisand Fitzgerald Tamayo's DWM Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 207 shares — an estimated $11K sold.

Moisand Fitzgerald Tamayo first reported a position in DWM in Q3 2017 and held it in 9 quarters. The position peaked at $11K in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Moisand Fitzgerald Tamayo reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 207 WisdomTree International Equity Fund shares in Q1 2020, an estimated $11K.
Moisand Fitzgerald Tamayo first reported a position in WisdomTree International Equity Fund in Q3 2017 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's WisdomTree International Equity Fund position peaked at $11K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.