Truvestments Capital’s WisdomTree International Equity Fund DWM Stock Holding History

Truvestments Capital’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 Q3	–	Sell	-809	Closed	-$44K	–	626
2021 Q2	$44K	Buy	809 +10	+1%	+$550	0.02%	257
2021 Q1	$42K	Buy	799 +4	+0.5%	+$209	0.02%	303
2020 Q4	$40K	Buy	+795	New	+$38.1K	0.03%	287
2020 Q3	–	Sell	-783	Closed	-$34K	–	383
2020 Q2	$34K	Sell	783 -2,172	-74%	-$92K	0.03%	246
2020 Q1	$116K	Buy	+2,955	New	+$142K	0.15%	116

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 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

MWM

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

MWP

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

Truvestments Capital's DWM Position: Q3 2021 in Review

Truvestments Capital sold out of WisdomTree International Equity Fund (DWM) in Q3 2021, closing a stake of 809 shares — an estimated $44K sold.

Truvestments Capital first reported a position in DWM in Q1 2020 and held it in 5 quarters. The position peaked at $116K in Q1 2020. 113 funds tracked by Wall St. Rank hold DWM as of Q3 2021.

Truvestments Capital reported no remaining WisdomTree International Equity Fund position as of Q3 2021 after selling out during the quarter.
Truvestments Capital sold 809 WisdomTree International Equity Fund shares in Q3 2021, an estimated $44K.
Truvestments Capital first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 5 quarters.
Truvestments Capital's WisdomTree International Equity Fund position peaked at $116K in Q1 2020.
113 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2021.

Based on Truvestments Capital's 13F filing for Q3 2021, filed 29 Oct 2021.