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Veritable’s WisdomTree International Equity Fund DWM Stock Holding History

Veritable’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
Q3 		– Sell
-12,665
Closed -$561K – 754
2020
Q2 		$561K Hold
12,665
– – 0.01% 441
2020
Q1 		$500K Hold
12,665
– – 0.01% 449
2019
Q4 		$677K Hold
12,665
– – 0.01% 458
2019
Q3 		$630K Hold
12,665
– – 0.01% 453
2019
Q2 		$646K Hold
12,665
– – 0.01% 448
2019
Q1 		$641K Buy
+12,665
New +$629K 0.01% 442
2017
Q3 		– Sell
-13,585
Closed -$705K – 770
2017
Q2 		$705K Sell
13,585
-110
-0.8% -$5.68K 0.02% 427
2017
Q1 		$681K Sell
13,695
-6,966
-34% -$338K 0.02% 414
2016
Q4 		$959K Sell
20,661
-14,350
-41% -$661K 0.02% 320
2016
Q3 		$1.65M Sell
35,011
-40
-0.1% -$1.86K 0.04% 228
2016
Q2 		$1.57M Sell
35,051
-6,760
-16% -$311K 0.04% 223
2016
Q1 		$1.92M Sell
41,811
-13,570
-25% -$599K 0.05% 201
2015
Q4 		$2.58M Sell
55,381
-34,940
-39% -$1.67M 0.07% 164
2015
Q3 		$4.1M Sell
90,321
-4,632
-5% -$228K 0.12% 117
2015
Q2 		$4.85M Sell
94,953
-5,320
-5% -$285K 0.13% 112
2015
Q1 		$5.19M Sell
100,273
-12,398
-11% -$635K 0.11% 145
2014
Q4 		$5.59M Sell
112,671
-2,558
-2% -$130K 0.12% 141
2014
Q3 		$6.02M Buy
115,229
+2,437
+2% +$134K 0.13% 126
2014
Q2 		$6.32M Buy
112,792
+3,540
+3% +$198K 0.13% 123
2014
Q1 		$5.97M Buy
109,252
+7,050
+7% +$379K 0.13% 127
2013
Q4 		$5.57M Buy
102,202
+4,740
+5% +$251K 0.12% 130
2013
Q3 		$5.04M Sell
97,462
-7,063
-7% -$349K 0.12% 133
2013
Q2 		$4.81M Buy
+104,525
New +$5.11M 0.12% 137

Other funds holding DWM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Veritable's DWM Position: Q3 2020 in Review

Veritable sold out of WisdomTree International Equity Fund (DWM) in Q3 2020, closing a stake of 12,665 shares — an estimated $561K sold.

Veritable first reported a position in DWM in Q2 2013 and held it in 23 quarters. The position peaked at $6.32M in Q2 2014. 108 funds tracked by Wall St. Rank hold DWM as of Q3 2020.

  • Veritable reported no remaining WisdomTree International Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Veritable sold 12,665 WisdomTree International Equity Fund shares in Q3 2020, an estimated $561K.
  • Veritable first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 23 quarters.
  • Veritable's WisdomTree International Equity Fund position peaked at $6.32M in Q2 2014.
  • 108 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2020.

Based on Veritable's 13F filing for Q3 2020, filed 13 Nov 2020.