Valeo Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Valeo Financial 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 Q2	–	Sell	-156	Closed	-$8K	–	854
2021 Q1	$8K	Hold	156	–	–	﹤0.01%	1414
2020 Q4	$8K	Hold	156	–	–	﹤0.01%	1243
2020 Q3	$7K	Sell	156 -700	-82%	-$32.3K	﹤0.01%	1162
2020 Q2	$38K	Hold	856	–	–	﹤0.01%	822
2020 Q1	$35K	Sell	856 -90	-10%	-$4.33K	﹤0.01%	715
2019 Q4	$51K	Hold	946	–	–	0.01%	635
2019 Q3	$47K	Hold	946	–	–	0.01%	623
2019 Q2	$48K	Hold	946	–	–	0.01%	612
2019 Q1	$48K	Hold	946	–	–	0.01%	563
2018 Q4	$44K	Hold	946	–	–	0.01%	525
2018 Q3	$47K	Hold	946	–	–	0.01%	557
2018 Q2	$50K	Buy	946 +246	+35%	+$13.6K	0.01%	543
2018 Q1	$38K	Buy	+700	New	+$39.4K	0.01%	546

Other funds holding DWM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Valeo Financial Advisors's DWM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2021, closing a stake of 156 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in DWM in Q1 2018 and held it in 13 quarters. The position peaked at $51K in Q4 2019. 119 funds tracked by Wall St. Rank hold DWM as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 156 WisdomTree International Equity Fund shares in Q2 2021, an estimated $8K.
Valeo Financial Advisors first reported a position in WisdomTree International Equity Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's WisdomTree International Equity Fund position peaked at $51K in Q4 2019.
119 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.