Parallel Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Parallel 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	-54	Closed	-$3K	–	2410
2019 Q2	$3K	Buy	+54	New	+$2.75K	﹤0.01%	1968
2018 Q2	–	Sell	-27	Closed	-$1K	–	2111
2018 Q1	$1K	Buy	27 +6	+29%	+$338	﹤0.01%	1964
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	1958
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	1962
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	1976
2017 Q1	$1K	Sell	21 -292	-93%	-$14.2K	﹤0.01%	1867
2016 Q4	$15K	Buy	+313	New	+$14.4K	﹤0.01%	965

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 $38.8B AUM 21.88% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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

Parallel Advisors's DWM Position: Q3 2019 in Review

Parallel Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2019, closing a stake of 54 shares — an estimated $3K sold.

Parallel Advisors first reported a position in DWM in Q4 2016 and held it in 7 quarters. The position peaked at $15K in Q4 2016. 120 funds tracked by Wall St. Rank hold DWM as of Q3 2019.

Parallel Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2019 after selling out during the quarter.
Parallel Advisors sold 54 WisdomTree International Equity Fund shares in Q3 2019, an estimated $3K.
Parallel Advisors first reported a position in WisdomTree International Equity Fund in Q4 2016 and held it in 7 quarters.
Parallel Advisors's WisdomTree International Equity Fund position peaked at $15K in Q4 2016.
120 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2019.

Based on Parallel Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.