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Orion Portfolio Solutions’s WisdomTree International Equity Fund DWM Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-401
Closed -$18K – 849
2020
Q2 		$18K Buy
401
+112
+39% +$4.75K ﹤0.01% 983
2020
Q1 		$11K Buy
+289
New +$13.9K ﹤0.01% 1024

Other funds holding DWM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orion Portfolio Solutions's DWM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree International Equity Fund (DWM) in Q3 2020, closing a stake of 401 shares — an estimated $18K sold.

Orion Portfolio Solutions first reported a position in DWM in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 108 funds tracked by Wall St. Rank hold DWM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree International Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 401 WisdomTree International Equity Fund shares in Q3 2020, an estimated $18K.
  • Orion Portfolio Solutions first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's WisdomTree International Equity Fund position peaked at $18K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.