NRI
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NFP Retirement Inc’s WisdomTree International Equity Fund DWM Stock Holding History

NFP Retirement Inc’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
2021
Q2 		– Sell
-129,525
Closed -$6.81M – 137
2021
Q1 		$6.81M Buy
+129,525
New +$6.76M 2.96% 9

Other funds holding DWM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

NFP Retirement Inc's DWM Position: Q2 2021 in Review

NFP Retirement Inc sold out of WisdomTree International Equity Fund (DWM) in Q2 2021, closing a stake of 129,525 shares — an estimated $6.81M sold.

NFP Retirement Inc first reported a position in DWM in Q1 2021 and held it in 1 quarter. The position peaked at $6.81M in Q1 2021. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

  • NFP Retirement Inc reported no remaining WisdomTree International Equity Fund position as of Q2 2021 after selling out during the quarter.
  • NFP Retirement Inc sold 129,525 WisdomTree International Equity Fund shares in Q2 2021, an estimated $6.81M.
  • NFP Retirement Inc first reported a position in WisdomTree International Equity Fund in Q1 2021 and held it in 1 quarter.
  • NFP Retirement Inc's WisdomTree International Equity Fund position peaked at $6.81M in Q1 2021.
  • 119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

Based on NFP Retirement Inc's 13F filing for Q2 2021, filed 13 Feb 2025.