Winslow Evans & Crocker’s WisdomTree International Equity Fund DWM Stock Holding History

Winslow Evans & Crocker’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 Q4	$68K	Buy	1,350 +950	+238%	+$45.5K	0.01%	526
2020 Q3	$18K	Hold	400	–	–	﹤0.01%	639
2020 Q2	$18K	Hold	400	–	–	﹤0.01%	628
2020 Q1	$16K	Sell	400 -310	-44%	-$14.9K	0.01%	605
2019 Q4	$38K	Hold	710	–	–	0.01%	546
2019 Q3	$36K	Sell	710 -240	-25%	-$11.9K	0.01%	553
2019 Q2	$50K	Hold	950	–	–	0.01%	505
2019 Q1	$50K	Buy	950 +684	+257%	+$34K	0.01%	488
2018 Q4	$14K	Buy	+266	New	+$13.1K	﹤0.01%	692

Other funds holding DWM

SEIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SWM

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

MHS

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

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

MWM

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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Winslow Evans & Crocker's DWM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its WisdomTree International Equity Fund (DWM) stake by 238% in Q4 2020, buying an estimated $45.5K and bringing the position to 1,350 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #526.

Winslow Evans & Crocker first reported a position in DWM in Q4 2018 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold DWM as of Q4 2020.

Winslow Evans & Crocker held 1,350 shares of WisdomTree International Equity Fund worth $68K as of Q4 2020.
Winslow Evans & Crocker bought 950 WisdomTree International Equity Fund shares in Q4 2020, an estimated $45.5K.
WisdomTree International Equity Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #526 holding.
Winslow Evans & Crocker first reported a position in WisdomTree International Equity Fund in Q4 2018 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.