Sowell Financial Services
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Sowell Financial Services’s WisdomTree International Equity Fund DWM Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-3,653
Closed -$182K – 2540
2019
Q3 		$182K Buy
+3,653
New +$181K 0.02% 672

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Sowell Financial Services's DWM Position: Q4 2019 in Review

Sowell Financial Services sold out of WisdomTree International Equity Fund (DWM) in Q4 2019, closing a stake of 3,653 shares — an estimated $182K sold.

Sowell Financial Services first reported a position in DWM in Q3 2019 and held it in 1 quarter. The position peaked at $182K in Q3 2019. 139 funds tracked by Wall St. Rank hold DWM as of Q4 2019.

  • Sowell Financial Services reported no remaining WisdomTree International Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 3,653 WisdomTree International Equity Fund shares in Q4 2019, an estimated $182K.
  • Sowell Financial Services first reported a position in WisdomTree International Equity Fund in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's WisdomTree International Equity Fund position peaked at $182K in Q3 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.