WealthShield’s WisdomTree International Equity Fund DWM Stock Holding History

WealthShield’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 Q4	$3K	Buy	+45	New	+$2.48K	﹤0.01%	209

Other funds holding DWM

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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 $786B AUM 40.34% 1-Year Est. Return

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

RJA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $13.1B AUM 28.37% 1-Year Est. Return

WealthShield's DWM Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree International Equity Fund (DWM) in Q4 2017: 45 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

109 funds tracked by Wall St. Rank hold DWM as of Q4 2017.

WealthShield held 45 shares of WisdomTree International Equity Fund worth $3K as of Q4 2017.
WisdomTree International Equity Fund was a new WealthShield position in Q4 2017.
WisdomTree International Equity Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #209 holding.
109 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.