WFG Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

WFG 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
2017 Q2	$88K	Hold	1,687	–	–	0.02%	556
2017 Q1	$84K	Sell	1,687 -930	-36%	-$45.1K	0.02%	535
2016 Q4	$121K	Sell	2,617 -1,880	-42%	-$86.7K	0.03%	478
2016 Q3	$212K	Buy	4,497 +14	+0.3%	+$650	0.05%	358
2016 Q2	$201K	Buy	4,483 +48	+1%	+$2.21K	0.05%	337
2016 Q1	$203K	Buy	4,435 +307	+7%	+$13.5K	0.06%	299
2015 Q4	$192K	Buy	4,128 +16	+0.4%	+$764	0.06%	298
2015 Q3	$187K	Buy	4,112 +16	+0.4%	+$789	0.06%	306
2015 Q2	$209K	Buy	4,096 +2,411	+143%	+$129K	0.06%	331
2015 Q1	$87K	Buy	1,685 +1,450	+617%	+$74.3K	0.02%	572
2014 Q4	$12K	Hold	235	–	–	﹤0.01%	1387
2014 Q3	$12K	Hold	235	–	–	﹤0.01%	1429
2014 Q2	$13K	Buy	235 +1	+0.4%	+$56	﹤0.01%	1407
2014 Q1	$13K	Sell	234 -303	-56%	-$16.3K	﹤0.01%	1393
2013 Q4	$29K	Buy	537 +2	+0.4%	+$106	﹤0.01%	1184
2013 Q3	$28K	Buy	535 +2	+0.4%	+$99	﹤0.01%	1133
2013 Q2	$25K	Buy	+533	New	+$26K	﹤0.01%	1126

Other funds holding DWM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RJA

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's DWM Position: Q2 2017 in Review

WFG Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q2 2017 at 1,687 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #556.

WFG Advisors first reported a position in DWM in Q2 2013 and has held it in 17 quarters since. The position peaked at $212K in Q3 2016. 90 funds tracked by Wall St. Rank hold DWM as of Q2 2017.

WFG Advisors held 1,687 shares of WisdomTree International Equity Fund worth $88K as of Q2 2017.
WFG Advisors left its WisdomTree International Equity Fund share count unchanged in Q2 2017.
WisdomTree International Equity Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #556 holding.
WFG Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree International Equity Fund position peaked at $212K in Q3 2016.
90 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.