RE Dickinson Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

RE Dickinson Investment 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
2022 Q2	–	Sell	-27	Closed	–	–	298
2022 Q1	$0	Hold	27	–	–	﹤0.01%	292
2021 Q4	$1K	Buy	+27	New	+$1.45K	﹤0.01%	277

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

RE Dickinson Investment Advisors's DWM Position: Q2 2022 in Review

RE Dickinson Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2022, closing a stake of 27 shares.

RE Dickinson Investment Advisors first reported a position in DWM in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

RE Dickinson Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 27 WisdomTree International Equity Fund shares in Q2 2022.
RE Dickinson Investment Advisors first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 2 quarters.
RE Dickinson Investment Advisors's WisdomTree International Equity Fund position peaked at $1K in Q4 2021.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.