TMD & Associates’s WisdomTree International Equity Fund DWM Stock Holding History

TMD & Associates’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	$2.48M	Buy	48,650 +1,114	+2%	+$56.6K	1.7%	17
2019 Q1	$2.41M	Sell	47,536 -27,161	-36%	-$1.35M	1.75%	16
2018 Q4	$3.48M	Sell	74,697 -42,432	-36%	-$2.09M	2.76%	13
2018 Q3	$6.22M	Buy	117,129 +10,977	+10%	+$583K	4.44%	10
2018 Q2	$5.6M	Buy	106,152 +56	+0.1%	+$3.1K	4.36%	9
2018 Q1	$5.82M	Buy	106,096 +4,506	+4%	+$254K	5.03%	9
2017 Q4	$5.67M	Buy	101,590 +24,443	+32%	+$1.34M	5.2%	10
2017 Q3	$4.2M	Buy	77,147 +402	+0.5%	+$21.4K	3.89%	11
2017 Q2	$3.98M	Sell	76,745 -2,140	-3%	-$110K	3.79%	11
2017 Q1	$3.92M	Buy	78,885 +2,200	+3%	+$107K	3.61%	11
2016 Q4	$3.56M	Buy	76,685 +59,485	+346%	+$2.74M	3.09%	13
2016 Q3	$810K	Sell	17,200 -6,470	-27%	-$300K	0.71%	17
2016 Q2	$1.06M	Sell	23,670 -1,550	-6%	-$71.2K	0.94%	20
2016 Q1	$1.16M	Sell	25,220 -12,691	-33%	-$560K	1.14%	17
2015 Q4	$1.77M	Buy	+37,911	New	+$1.81M	1.62%	17

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

TMD & Associates's DWM Position: Q2 2019 in Review

TMD & Associates increased its WisdomTree International Equity Fund (DWM) stake by 2.3% in Q2 2019, buying an estimated $56.6K and bringing the position to 48,650 shares worth $2.48M. The position accounts for 1.7% of the portfolio, ranked #17.

TMD & Associates first reported a position in DWM in Q4 2015 and has held it in 15 quarters since. The position peaked at $6.22M in Q3 2018. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

TMD & Associates held 48,650 shares of WisdomTree International Equity Fund worth $2.48M as of Q2 2019.
TMD & Associates bought 1,114 WisdomTree International Equity Fund shares in Q2 2019, an estimated $56.6K.
WisdomTree International Equity Fund made up 1.7% of TMD & Associates's portfolio in Q2 2019, its #17 holding.
TMD & Associates first reported a position in WisdomTree International Equity Fund in Q4 2015 and has held it in 15 quarters since.
TMD & Associates's WisdomTree International Equity Fund position peaked at $6.22M in Q3 2018.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

Based on TMD & Associates's 13F filing for Q2 2019, filed 9 Aug 2019.