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

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

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.