Sound Income Strategies’s WisdomTree International Equity Fund DWM Stock Holding History

Sound Income Strategies’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
2018 Q2	–	Sell	-25	Closed	-$1K	–	657
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	516
2017 Q4	$1K	Buy	+25	New	+$1.38K	﹤0.01%	444

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sound Income Strategies's DWM Position: Q2 2018 in Review

Sound Income Strategies sold out of WisdomTree International Equity Fund (DWM) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in DWM in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 111 funds tracked by Wall St. Rank hold DWM as of Q2 2018.

Sound Income Strategies reported no remaining WisdomTree International Equity Fund position as of Q2 2018 after selling out during the quarter.
Sound Income Strategies sold 25 WisdomTree International Equity Fund shares in Q2 2018, an estimated $1K.
Sound Income Strategies first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 2 quarters.
Sound Income Strategies's WisdomTree International Equity Fund position peaked at $1K in Q1 2018.
111 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2018.

Based on Sound Income Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.