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

V 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
2017 Q3	–	Sell	-80	Closed	-$4K	–	333
2017 Q2	$4K	Buy	+80	New	+$4.13K	﹤0.01%	674

Other funds holding DWM

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

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

SEIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MWM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's DWM Position: Q3 2017 in Review

V Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2017, closing a stake of 80 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in DWM in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 94 funds tracked by Wall St. Rank hold DWM as of Q3 2017.

V Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 80 WisdomTree International Equity Fund shares in Q3 2017, an estimated $4K.
V Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's WisdomTree International Equity Fund position peaked at $4K in Q2 2017.
94 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.