Traverso Chambers Private Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Traverso Chambers Private 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
2020 Q2	–	Sell	-15,796	Closed	-$624K	–	102
2020 Q1	$624K	Buy	15,796 +775	+5%	+$37.3K	0.29%	45
2019 Q4	$803K	Buy	15,021 +2,108	+16%	+$109K	0.34%	42
2019 Q3	$642K	Sell	12,913 -157	-1%	-$7.78K	0.31%	46
2019 Q2	$671K	Buy	13,070 +9	+0.1%	+$458	0.33%	42
2019 Q1	$661K	Sell	13,061 -52	-0.4%	-$2.58K	0.32%	44
2018 Q4	$611K	Buy	+13,113	New	+$646K	0.33%	44

Other funds holding DWM

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

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

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

MHS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DWM Position: Q2 2020 in Review

Traverso Chambers Private Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 15,796 shares — an estimated $624K sold.

Traverso Chambers Private Wealth Management first reported a position in DWM in Q4 2018 and held it in 6 quarters. The position peaked at $803K in Q4 2019. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

Traverso Chambers Private Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 15,796 WisdomTree International Equity Fund shares in Q2 2020, an estimated $624K.
Traverso Chambers Private Wealth Management first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 6 quarters.
Traverso Chambers Private Wealth Management's WisdomTree International Equity Fund position peaked at $803K in Q4 2019.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.