Next Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History

Next Financial 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 Q2	–	Sell	-1,043	Closed	-$41K	–	910
2020 Q1	$41K	Hold	1,043	–	–	0.01%	1046
2019 Q4	$56K	Hold	1,043	–	–	0.01%	1147
2019 Q3	$52K	Sell	1,043 -624	-37%	-$30.9K	0.01%	1134
2019 Q2	$85K	Buy	+1,667	New	+$84.8K	0.01%	970
2019 Q1	–	Sell	-1,646	Closed	-$77K	–	1724
2018 Q4	$77K	Buy	+1,646	New	+$81.1K	0.02%	666
2017 Q4	–	Sell	-109	Closed	-$6K	–	533
2017 Q3	$6K	Sell	109 -717	-87%	-$38.2K	﹤0.01%	1363
2017 Q2	$43K	Buy	826 +592	+253%	+$30.5K	0.01%	828
2017 Q1	$12K	Buy	234 +125	+115%	+$6.06K	﹤0.01%	1206
2016 Q4	$5K	Hold	109	–	–	﹤0.01%	1922
2016 Q3	$5K	Hold	109	–	–	﹤0.01%	1918
2016 Q2	$4K	Hold	109	–	–	﹤0.01%	1452
2016 Q1	$4K	Hold	109	–	–	﹤0.01%	1411
2015 Q4	$5K	Hold	109	–	–	﹤0.01%	1371
2015 Q3	$4K	Hold	109	–	–	﹤0.01%	1468
2015 Q2	$5K	Hold	109	–	–	﹤0.01%	1468
2015 Q1	$5K	Hold	109	–	–	﹤0.01%	1478
2014 Q4	$5K	Sell	109 -272	-71%	-$13.8K	﹤0.01%	1480
2014 Q3	$20K	Buy	+381	New	+$20.9K	﹤0.01%	1418

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 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 $8.18B AUM 28.28% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Next Financial Group's DWM Position: Q2 2020 in Review

Next Financial Group sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 1,043 shares — an estimated $41K sold.

Next Financial Group first reported a position in DWM in Q3 2014 and held it in 18 quarters. The position peaked at $85K in Q2 2019. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

Next Financial Group reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 1,043 WisdomTree International Equity Fund shares in Q2 2020, an estimated $41K.
Next Financial Group first reported a position in WisdomTree International Equity Fund in Q3 2014 and held it in 18 quarters.
Next Financial Group's WisdomTree International Equity Fund position peaked at $85K in Q2 2019.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.