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TFG Advisers’s WisdomTree International Equity Fund DWM Stock Holding History

TFG Advisers’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
2020
Q1 		– Sell
-6
Closed – – 227
2019
Q4 		$0 Buy
+6
New +$310 ﹤0.01% 480

Other funds holding DWM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TFG Advisers's DWM Position: Q1 2020 in Review

TFG Advisers sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 6 shares.

TFG Advisers first reported a position in DWM in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

  • TFG Advisers reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
  • TFG Advisers sold 6 WisdomTree International Equity Fund shares in Q1 2020.
  • TFG Advisers first reported a position in WisdomTree International Equity Fund in Q4 2019 and held it in 1 quarter.
  • TFG Advisers's WisdomTree International Equity Fund position peaked at $0 in Q4 2019.
  • 124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.