Wealthspire Advisors (Maryland)’s WisdomTree International Equity Fund DWM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-216	Closed	-$11K	–	872
2019 Q1	$11K	Hold	216	–	–	﹤0.01%	1482
2018 Q4	$10K	Sell	216 -55	-20%	-$2.71K	﹤0.01%	1460
2018 Q3	$14K	Hold	271	–	–	﹤0.01%	1422
2018 Q2	$14K	Hold	271	–	–	﹤0.01%	1434
2018 Q1	$15K	Hold	271	–	–	﹤0.01%	1391
2017 Q4	$15K	Hold	271	–	–	﹤0.01%	1423
2017 Q3	$15K	Hold	271	–	–	﹤0.01%	1402
2017 Q2	$14K	Buy	+271	New	+$14K	﹤0.01%	1389

Other funds holding DWM

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

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

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

RJFSA

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

Wealthspire Advisors (Maryland)'s DWM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree International Equity Fund (DWM) in Q2 2019, closing a stake of 216 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in DWM in Q2 2017 and held it in 8 quarters. The position peaked at $15K in Q1 2018. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree International Equity Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 216 WisdomTree International Equity Fund shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree International Equity Fund position peaked at $15K in Q1 2018.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.