SVA Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

SVA Wealth Management’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 Q2	–	Sell	-4,257	Closed	-$216K	–	208
2019 Q1	$216K	Buy	+4,257	New	+$212K	0.02%	199
2018 Q4	–	Sell	-4,257	Closed	-$226K	–	209
2018 Q3	$226K	Hold	4,257	–	–	0.02%	203
2018 Q2	$225K	Hold	4,257	–	–	0.02%	199
2018 Q1	$232K	Hold	4,257	–	–	0.03%	194
2017 Q4	$237K	Hold	4,257	–	–	0.03%	190
2017 Q3	$232K	Sell	4,257 -248	-6%	-$13.2K	0.03%	194
2017 Q2	$234K	Sell	4,505 -652	-13%	-$33.6K	0.03%	188
2017 Q1	$256K	Sell	5,157 -5,315	-51%	-$258K	0.03%	174
2016 Q4	$486K	Hold	10,472	–	–	0.07%	140
2016 Q3	$493K	Hold	10,472	–	–	0.08%	134
2016 Q2	$469K	Sell	10,472 -340	-3%	-$15.6K	0.08%	143
2016 Q1	$495K	Sell	10,812 -6,623	-38%	-$292K	0.08%	142
2015 Q4	$812K	Buy	+17,435	New	+$832K	0.14%	126

Other funds holding DWM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

RJFSA

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

SVA Wealth Management's DWM Position: Q2 2019 in Review

SVA Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2019, closing a stake of 4,257 shares — an estimated $216K sold.

SVA Wealth Management first reported a position in DWM in Q4 2015 and held it in 13 quarters. The position peaked at $812K in Q4 2015. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

SVA Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q2 2019 after selling out during the quarter.
SVA Wealth Management sold 4,257 WisdomTree International Equity Fund shares in Q2 2019, an estimated $216K.
SVA Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2015 and held it in 13 quarters.
SVA Wealth Management's WisdomTree International Equity Fund position peaked at $812K in Q4 2015.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

Based on SVA Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.