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

Other funds holding DWM

PFM

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

SEIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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 $617B AUM 30.33% 1-Year Est. Return

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.