Nachman Norwood & Parrott’s WisdomTree International Equity Fund DWM Stock Holding History

Nachman Norwood & Parrott’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	-11,046	Closed	-$549K	–	249
2019 Q3	$549K	Sell	11,046 -356	-3%	-$17.6K	0.1%	146
2019 Q2	$582K	Buy	11,402 +64	+0.6%	+$3.25K	0.1%	140
2019 Q1	$574K	Hold	11,338	–	–	0.11%	137
2018 Q4	$528K	Buy	+11,338	New	+$558K	0.11%	135

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's DWM Position: Q4 2019 in Review

Nachman Norwood & Parrott sold out of WisdomTree International Equity Fund (DWM) in Q4 2019, closing a stake of 11,046 shares — an estimated $549K sold.

Nachman Norwood & Parrott first reported a position in DWM in Q4 2018 and held it in 4 quarters. The position peaked at $582K in Q2 2019. 139 funds tracked by Wall St. Rank hold DWM as of Q4 2019.

Nachman Norwood & Parrott reported no remaining WisdomTree International Equity Fund position as of Q4 2019 after selling out during the quarter.
Nachman Norwood & Parrott sold 11,046 WisdomTree International Equity Fund shares in Q4 2019, an estimated $549K.
Nachman Norwood & Parrott first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 4 quarters.
Nachman Norwood & Parrott's WisdomTree International Equity Fund position peaked at $582K in Q2 2019.
139 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2019.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2019, filed 8 Jan 2020.