SYM Financial Corp’s WisdomTree International Multifactor Fund DWMF Stock Holding History

SYM Financial Corp’s Portfolio DWMF Stock Details DWMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-92,845	Closed	-$1.95M	–	65
2020 Q1	$1.95M	Sell	92,845 -1,305	-1%	-$31.6K	1.96%	7
2019 Q4	$2.41M	Sell	94,150 -15,000	-14%	-$379K	1.59%	7
2019 Q3	$2.72M	Hold	109,150	–	–	1.82%	7
2019 Q2	$2.71M	Sell	109,150 -1,237	-1%	-$31K	1.74%	7
2019 Q1	$2.74M	Sell	110,387 -34,467	-24%	-$834K	1.73%	5
2018 Q4	$3.28M	Buy	+144,854	New	+$3.41M	1.31%	6

Other funds holding DWMF

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

SYM Financial Corp's DWMF Position: Q2 2020 in Review

SYM Financial Corp sold out of WisdomTree International Multifactor Fund (DWMF) in Q2 2020, closing a stake of 92,845 shares — an estimated $1.95M sold.

SYM Financial Corp first reported a position in DWMF in Q4 2018 and held it in 6 quarters. The position peaked at $3.28M in Q4 2018. 13 funds tracked by Wall St. Rank hold DWMF as of Q2 2020.

SYM Financial Corp reported no remaining WisdomTree International Multifactor Fund position as of Q2 2020 after selling out during the quarter.
SYM Financial Corp sold 92,845 WisdomTree International Multifactor Fund shares in Q2 2020, an estimated $1.95M.
SYM Financial Corp first reported a position in WisdomTree International Multifactor Fund in Q4 2018 and held it in 6 quarters.
SYM Financial Corp's WisdomTree International Multifactor Fund position peaked at $3.28M in Q4 2018.
13 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.