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

Reby 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
2020 Q4	$73K	Buy	+1,433	New	+$68.7K	0.02%	181

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 $378M AUM 20.34% 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 $8.18B AUM 28.28% 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

Reby Advisors's DWM Position: Q4 2020 in Review

Reby Advisors opened a new position in WisdomTree International Equity Fund (DWM) in Q4 2020: 1,433 shares worth $73K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings.

118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

Reby Advisors held 1,433 shares of WisdomTree International Equity Fund worth $73K as of Q4 2020.
WisdomTree International Equity Fund was a new Reby Advisors position in Q4 2020.
WisdomTree International Equity Fund made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #181 holding.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.