Parkside Financial Bank & Trust’s WisdomTree International Equity Fund DWM Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-217	Closed	-$9K	–	2018
2022 Q3	$9K	Hold	217	–	–	﹤0.01%	1020
2022 Q2	$10K	Hold	217	–	–	﹤0.01%	990
2022 Q1	$11K	Hold	217	–	–	﹤0.01%	990
2021 Q4	$12K	Hold	217	–	–	﹤0.01%	961
2021 Q3	$11K	Hold	217	–	–	﹤0.01%	931
2021 Q2	$12K	Hold	217	–	–	﹤0.01%	909
2021 Q1	$11K	Hold	217	–	–	﹤0.01%	899
2020 Q4	$11K	Hold	217	–	–	﹤0.01%	845
2020 Q3	$10K	Hold	217	–	–	﹤0.01%	808
2020 Q2	$10K	Hold	217	–	–	﹤0.01%	806
2020 Q1	$9K	Hold	217	–	–	﹤0.01%	744
2019 Q4	$12K	Hold	217	–	–	﹤0.01%	765
2019 Q3	$11K	Hold	217	–	–	﹤0.01%	771
2019 Q2	$11K	Hold	217	–	–	﹤0.01%	785
2019 Q1	$11K	Hold	217	–	–	﹤0.01%	759
2018 Q4	$10K	Hold	217	–	–	﹤0.01%	740
2018 Q3	$12K	Hold	217	–	–	﹤0.01%	728
2018 Q2	$11K	Buy	+217	New	+$12K	﹤0.01%	727

Other funds holding DWM

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Parkside Financial Bank & Trust's DWM Position: Q4 2022 in Review

Parkside Financial Bank & Trust sold out of WisdomTree International Equity Fund (DWM) in Q4 2022, closing a stake of 217 shares — an estimated $9K sold.

Parkside Financial Bank & Trust first reported a position in DWM in Q2 2018 and held it in 18 quarters. The position peaked at $12K in Q4 2021. 124 funds tracked by Wall St. Rank hold DWM as of Q4 2022.

Parkside Financial Bank & Trust reported no remaining WisdomTree International Equity Fund position as of Q4 2022 after selling out during the quarter.
Parkside Financial Bank & Trust sold 217 WisdomTree International Equity Fund shares in Q4 2022, an estimated $9K.
Parkside Financial Bank & Trust first reported a position in WisdomTree International Equity Fund in Q2 2018 and held it in 18 quarters.
Parkside Financial Bank & Trust's WisdomTree International Equity Fund position peaked at $12K in Q4 2021.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2022, filed 14 Feb 2023.