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

Optimum 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
2021 Q2	–	Sell	-700	Closed	-$37K	–	921
2021 Q1	$37K	Hold	700	–	–	0.01%	561
2020 Q4	$35K	Hold	700	–	–	0.01%	536
2020 Q3	$32K	Hold	700	–	–	0.01%	517
2020 Q2	$31K	Hold	700	–	–	0.01%	525
2020 Q1	$28K	Hold	700	–	–	0.01%	507
2019 Q4	$37K	Hold	700	–	–	0.01%	571
2019 Q3	$35K	Hold	700	–	–	0.01%	573
2019 Q2	$36K	Hold	700	–	–	0.01%	570
2019 Q1	$35K	Hold	700	–	–	0.01%	589
2018 Q4	$33K	Hold	700	–	–	0.01%	543
2018 Q3	$37K	Hold	700	–	–	0.01%	599
2018 Q2	$37K	Hold	700	–	–	0.01%	593
2018 Q1	$38K	Buy	+700	New	+$39.4K	0.01%	577
2014 Q1	–	Sell	-35	Closed	-$2K	–	752
2013 Q4	$2K	Buy	+35	New	+$1.86K	﹤0.01%	721

Other funds holding DWM

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Optimum Investment Advisors's DWM Position: Q2 2021 in Review

Optimum Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2021, closing a stake of 700 shares — an estimated $37K sold.

Optimum Investment Advisors first reported a position in DWM in Q4 2013 and held it in 14 quarters. The position peaked at $38K in Q1 2018. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

Optimum Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 700 WisdomTree International Equity Fund shares in Q2 2021, an estimated $37K.
Optimum Investment Advisors first reported a position in WisdomTree International Equity Fund in Q4 2013 and held it in 14 quarters.
Optimum Investment Advisors's WisdomTree International Equity Fund position peaked at $38K in Q1 2018.
119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.