Pacifica Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Pacifica Partners’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
2022 Q2	–	Sell	-162	Closed	-$8K	–	488
2022 Q1	$8K	Hold	162	–	–	0.01%	327
2021 Q4	$9K	Sell	162 -545	-77%	-$29.2K	0.01%	314
2021 Q3	$38K	Buy	+707	New	+$39K	0.03%	174

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Pacifica Partners's DWM Position: Q2 2022 in Review

Pacifica Partners sold out of WisdomTree International Equity Fund (DWM) in Q2 2022, closing a stake of 162 shares — an estimated $8K sold.

Pacifica Partners first reported a position in DWM in Q3 2021 and held it in 3 quarters. The position peaked at $38K in Q3 2021. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

Pacifica Partners reported no remaining WisdomTree International Equity Fund position as of Q2 2022 after selling out during the quarter.
Pacifica Partners sold 162 WisdomTree International Equity Fund shares in Q2 2022, an estimated $8K.
Pacifica Partners first reported a position in WisdomTree International Equity Fund in Q3 2021 and held it in 3 quarters.
Pacifica Partners's WisdomTree International Equity Fund position peaked at $38K in Q3 2021.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.