TCI Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-82	Closed	-$4K	–	2321
2022 Q2	$4K	Buy	+82	New	+$4.08K	﹤0.01%	1607
2018 Q1	–	Sell	-120	Closed	-$7K	–	1368
2017 Q4	$7K	Buy	+120	New	+$6.6K	﹤0.01%	701

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

TCI Wealth Advisors's DWM Position: Q3 2022 in Review

TCI Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 82 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in DWM in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

TCI Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 82 WisdomTree International Equity Fund shares in Q3 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 2 quarters.
TCI Wealth Advisors's WisdomTree International Equity Fund position peaked at $7K in Q4 2017.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.