Raab & Moskowitz Asset Management’s WisdomTree International Equity Fund DWM Stock Holding History

Raab & Moskowitz Asset 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 Q1	–	Sell	-983	Closed	-$52K	–	233
2019 Q4	$52K	Buy	+983	New	+$50.7K	0.02%	253
2018 Q4	–	Sell	-983	Closed	-$52K	–	241
2018 Q3	$52K	Buy	+983	New	+$52.2K	0.02%	261
2015 Q1	–	Sell	-778	Closed	-$39K	–	181
2014 Q4	$39K	Buy	+778	New	+$39.6K	0.02%	212

Other funds holding DWM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raab & Moskowitz Asset Management's DWM Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 983 shares — an estimated $52K sold.

Raab & Moskowitz Asset Management first reported a position in DWM in Q4 2014 and held it in 3 quarters. The position peaked at $52K in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 983 WisdomTree International Equity Fund shares in Q1 2020, an estimated $52K.
Raab & Moskowitz Asset Management first reported a position in WisdomTree International Equity Fund in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's WisdomTree International Equity Fund position peaked at $52K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.