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

TRUE Private 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
2021 Q1	–	Sell	-739	Closed	-$37K	–	362
2020 Q4	$37K	Buy	739 +2	+0.3%	+$96	0.01%	382
2020 Q3	$33K	Buy	737 +2	+0.3%	+$92	0.01%	373
2020 Q2	$32K	Buy	735 +2	+0.3%	+$85	0.01%	364
2020 Q1	$28K	Buy	733 +1	+0.1%	+$48	0.01%	344
2019 Q4	$39K	Buy	+732	New	+$37.8K	0.01%	398
2019 Q3	–	Sell	-729	Closed	-$37K	–	359
2019 Q2	$37K	Buy	+729	New	+$37.1K	0.01%	379
2018 Q4	–	Sell	-832	Closed	-$44.2K	–	416
2018 Q3	$44.2K	Buy	+832	New	+$44.2K	0.01%	480

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

MHS

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

TRUE Private Wealth Advisors's DWM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2021, closing a stake of 739 shares — an estimated $37K sold.

TRUE Private Wealth Advisors first reported a position in DWM in Q3 2018 and held it in 7 quarters. The position peaked at $44.2K in Q3 2018. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 739 WisdomTree International Equity Fund shares in Q1 2021, an estimated $37K.
TRUE Private Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's WisdomTree International Equity Fund position peaked at $44.2K in Q3 2018.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.