Wealthstreet Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Wealthstreet Investment 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
2020 Q1	–	Sell	-5,954	Closed	-$318K	–	315
2019 Q4	$318K	Hold	5,954	–	–	0.04%	280
2019 Q3	$306K	Hold	5,954	–	–	0.04%	273
2019 Q2	$304K	Sell	5,954 -2,700	-31%	-$137K	0.04%	278
2019 Q1	$438K	Sell	8,654 -1,016	-11%	-$50.5K	0.06%	242
2018 Q4	$473K	Sell	9,670 -1,748	-15%	-$86.1K	0.07%	223
2018 Q3	$607K	Sell	11,418 -1,100	-9%	-$58.4K	0.07%	216
2018 Q2	$661K	Sell	12,518 -200	-2%	-$11.1K	0.09%	202
2018 Q1	$698K	Buy	12,718 +1,000	+9%	+$56.4K	0.09%	195
2017 Q4	$654K	Buy	+11,718	New	+$644K	0.08%	196

Other funds holding DWM

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

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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

MHS

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SWM

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

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

Wealthstreet Investment Advisors's DWM Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2020, closing a stake of 5,954 shares — an estimated $318K sold.

Wealthstreet Investment Advisors first reported a position in DWM in Q4 2017 and held it in 9 quarters. The position peaked at $698K in Q1 2018. 124 funds tracked by Wall St. Rank hold DWM as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,954 WisdomTree International Equity Fund shares in Q1 2020, an estimated $318K.
Wealthstreet Investment Advisors first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's WisdomTree International Equity Fund position peaked at $698K in Q1 2018.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.