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 $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return

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

Cambridge Investment Research Advisors

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

Bank of America

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

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return