US Bancorp’s WisdomTree International Equity Fund DWM Stock Holding History

US Bancorp’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	-83	Closed	-$3K	–	3752
2020 Q1	$3K	Hold	83	–	–	﹤0.01%	3363
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	3324
2019 Q3	$4K	Sell	83 -128	-61%	-$6.34K	﹤0.01%	3276
2019 Q2	$11K	Sell	211 -172	-45%	-$8.75K	﹤0.01%	3059
2019 Q1	$19K	Buy	+383	New	+$19K	﹤0.01%	2870
2016 Q3	–	Sell	-2,273	Closed	-$102K	–	3537
2016 Q2	$102K	Hold	2,273	–	–	﹤0.01%	2029
2016 Q1	$104K	Sell	2,273 -71	-3%	-$3.13K	﹤0.01%	1992
2015 Q4	$109K	Hold	2,344	–	–	﹤0.01%	2016
2015 Q3	$106K	Hold	2,344	–	–	﹤0.01%	2048
2015 Q2	$120K	Hold	2,344	–	–	﹤0.01%	2037
2015 Q1	$121K	Hold	2,344	–	–	﹤0.01%	2045
2014 Q4	$116K	Hold	2,344	–	–	﹤0.01%	2051
2014 Q3	$122K	Hold	2,344	–	–	﹤0.01%	2003
2014 Q2	$131K	Hold	2,344	–	–	﹤0.01%	1995
2014 Q1	$128K	Buy	2,344 +71	+3%	+$3.82K	﹤0.01%	1983
2013 Q4	$124K	Hold	2,273	–	–	﹤0.01%	1988
2013 Q3	$118K	Hold	2,273	–	–	﹤0.01%	1960
2013 Q2	$105K	Buy	+2,273	New	+$111K	﹤0.01%	1983

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 $422M AUM 16.59% 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 $4.86B AUM 22.78% 1-Year Est. Return

MWP

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

US Bancorp's DWM Position: Q2 2020 in Review

US Bancorp sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 83 shares — an estimated $3K sold.

US Bancorp first reported a position in DWM in Q2 2013 and held it in 18 quarters. The position peaked at $131K in Q2 2014. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

US Bancorp reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
US Bancorp sold 83 WisdomTree International Equity Fund shares in Q2 2020, an estimated $3K.
US Bancorp first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 18 quarters.
US Bancorp's WisdomTree International Equity Fund position peaked at $131K in Q2 2014.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on US Bancorp's 13F filing for Q2 2020, filed 7 Aug 2020.