Reilly Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Reilly Financial 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 Q3	–	Sell	-111	Closed	-$5K	–	855
2020 Q2	$5K	Hold	111	–	–	﹤0.01%	698
2020 Q1	$4K	Hold	111	–	–	﹤0.01%	710
2019 Q4	$6K	Hold	111	–	–	﹤0.01%	705
2019 Q3	$6K	Hold	111	–	–	﹤0.01%	712
2019 Q2	$6K	Buy	+111	New	+$5.64K	﹤0.01%	742

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

RJFSA

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

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

Reilly Financial Advisors's DWM Position: Q3 2020 in Review

Reilly Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2020, closing a stake of 111 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in DWM in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 108 funds tracked by Wall St. Rank hold DWM as of Q3 2020.

Reilly Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2020 after selling out during the quarter.
Reilly Financial Advisors sold 111 WisdomTree International Equity Fund shares in Q3 2020, an estimated $5K.
Reilly Financial Advisors first reported a position in WisdomTree International Equity Fund in Q2 2019 and held it in 5 quarters.
Reilly Financial Advisors's WisdomTree International Equity Fund position peaked at $6K in Q4 2019.
108 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.