AssetMark Inc
DWM icon

AssetMark Inc’s WisdomTree International Equity Fund DWM Stock Holding History

AssetMark Inc’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
2018
Q1 		– Sell
-250
Closed -$14K – 1558
2017
Q4 		$14K Buy
+250
New +$13.8K ﹤0.01% 1058

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SEIA
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Bank of America
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Wells Fargo
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Cambridge Investment Research Advisors
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AssetMark Inc's DWM Position: Q1 2018 in Review

AssetMark Inc sold out of WisdomTree International Equity Fund (DWM) in Q1 2018, closing a stake of 250 shares — an estimated $14K sold.

AssetMark Inc first reported a position in DWM in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2018.

  • AssetMark Inc reported no remaining WisdomTree International Equity Fund position as of Q1 2018 after selling out during the quarter.
  • AssetMark Inc sold 250 WisdomTree International Equity Fund shares in Q1 2018, an estimated $14K.
  • AssetMark Inc first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 1 quarter.
  • AssetMark Inc's WisdomTree International Equity Fund position peaked at $14K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.