OneDigital Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-1,471	Closed	-$75K	–	701
2019 Q2	$75K	Sell	1,471 -99	-6%	-$5.03K	0.01%	499
2019 Q1	$79K	Sell	1,570 -329	-17%	-$16.3K	0.01%	408
2018 Q4	$88K	Buy	+1,899	New	+$93.5K	0.01%	356
2018 Q3	–	Sell	-3,618	Closed	-$191K	–	1074
2018 Q2	$191K	Buy	3,618 +25	+0.7%	+$1.38K	0.04%	223
2018 Q1	$197K	Buy	3,593 +1,727	+93%	+$97.3K	0.04%	228
2017 Q4	$104K	Sell	1,866 -106	-5%	-$5.83K	0.01%	326
2017 Q3	$107K	Sell	1,972 -8,439	-81%	-$450K	0.04%	221
2017 Q2	$540K	Buy	+10,411	New	+$537K	0.16%	103

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

RJFSA

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

OneDigital Investment Advisors's DWM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2019, closing a stake of 1,471 shares — an estimated $75K sold.

OneDigital Investment Advisors first reported a position in DWM in Q2 2017 and held it in 8 quarters. The position peaked at $540K in Q2 2017. 120 funds tracked by Wall St. Rank hold DWM as of Q3 2019.

OneDigital Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,471 WisdomTree International Equity Fund shares in Q3 2019, an estimated $75K.
OneDigital Investment Advisors first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's WisdomTree International Equity Fund position peaked at $540K in Q2 2017.
120 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.