MYCIO Wealth Partners’s WisdomTree International Equity Fund DWM Stock Holding History

MYCIO Wealth Partners’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	-1,871	Closed	-$100K	–	116
2019 Q4	$100K	Hold	1,871	–	–	0.01%	357
2019 Q3	$93K	Hold	1,871	–	–	0.01%	331
2019 Q2	$95K	Buy	+1,871	New	+$95.1K	0.01%	313
2018 Q4	–	Sell	-5,224	Closed	-$278K	–	292
2018 Q3	$278K	Hold	5,224	–	–	0.03%	229
2018 Q2	$276K	Buy	+5,224	New	+$289K	0.03%	224

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

MYCIO Wealth Partners's DWM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 1,871 shares — an estimated $100K sold.

MYCIO Wealth Partners first reported a position in DWM in Q2 2018 and held it in 5 quarters. The position peaked at $278K in Q3 2018. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

MYCIO Wealth Partners reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,871 WisdomTree International Equity Fund shares in Q1 2020, an estimated $100K.
MYCIO Wealth Partners first reported a position in WisdomTree International Equity Fund in Q2 2018 and held it in 5 quarters.
MYCIO Wealth Partners's WisdomTree International Equity Fund position peaked at $278K in Q3 2018.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.