ACM
DWM icon

Argentus Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Argentus Capital Management’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
2015
Q4 		– Sell
-500
Closed -$23K – 599
2015
Q3 		$23K Buy
+500
New +$24.7K ﹤0.01% 525

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Argentus Capital Management's DWM Position: Q4 2015 in Review

Argentus Capital Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2015, closing a stake of 500 shares — an estimated $23K sold.

Argentus Capital Management first reported a position in DWM in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 85 funds tracked by Wall St. Rank hold DWM as of Q4 2015.

  • Argentus Capital Management reported no remaining WisdomTree International Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Argentus Capital Management sold 500 WisdomTree International Equity Fund shares in Q4 2015, an estimated $23K.
  • Argentus Capital Management first reported a position in WisdomTree International Equity Fund in Q3 2015 and held it in 1 quarter.
  • Argentus Capital Management's WisdomTree International Equity Fund position peaked at $23K in Q3 2015.
  • 85 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2015.

Based on Argentus Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.