Provident Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Provident Wealth Management’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 Q4	–	Sell	-549	Closed	-$25K	–	125
2020 Q3	$25K	Buy	+549	New	+$25.4K	0.03%	125
2020 Q2	–	Sell	-607	Closed	-$24K	–	72
2020 Q1	$24K	Sell	607 -123	-17%	-$5.92K	0.03%	48
2019 Q4	$39K	Buy	+730	New	+$37.7K	0.03%	50

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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

Provident Wealth Management's DWM Position: Q4 2020 in Review

Provident Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2020, closing a stake of 549 shares — an estimated $25K sold.

Provident Wealth Management first reported a position in DWM in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

Provident Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 549 WisdomTree International Equity Fund shares in Q4 2020, an estimated $25K.
Provident Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 3 quarters.
Provident Wealth Management's WisdomTree International Equity Fund position peaked at $39K in Q4 2019.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.