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Roosevelt Investment Group’s WisdomTree International Equity Fund DWM Stock Holding History

Roosevelt Investment Group’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
-5,132
Closed -$233K – 224
2020
Q3 		$233K Buy
+5,132
New +$237K 0.02% 195

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

Roosevelt Investment Group's DWM Position: Q4 2020 in Review

Roosevelt Investment Group sold out of WisdomTree International Equity Fund (DWM) in Q4 2020, closing a stake of 5,132 shares — an estimated $233K sold.

Roosevelt Investment Group first reported a position in DWM in Q3 2020 and held it in 1 quarter. The position peaked at $233K in Q3 2020. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

  • Roosevelt Investment Group reported no remaining WisdomTree International Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 5,132 WisdomTree International Equity Fund shares in Q4 2020, an estimated $233K.
  • Roosevelt Investment Group first reported a position in WisdomTree International Equity Fund in Q3 2020 and held it in 1 quarter.
  • Roosevelt Investment Group's WisdomTree International Equity Fund position peaked at $233K in Q3 2020.
  • 118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Roosevelt Investment Group's 13F filing for Q4 2020, filed 12 Feb 2021.