Atria Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Atria Investments’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
2019 Q2	–	Sell	-18,219	Closed	-$922K	–	997
2019 Q1	$922K	Buy	18,219 +10,669	+141%	+$530K	0.04%	378
2018 Q4	$352K	Buy	7,550 +801	+12%	+$39.5K	0.02%	606
2018 Q3	$359K	Sell	6,749 -1,181	-15%	-$62.7K	0.01%	705
2018 Q2	$418K	Buy	+7,930	New	+$439K	0.02%	622

Other funds holding DWM

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

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

SEIA

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

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

RJA

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

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

FWCM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Investments's DWM Position: Q2 2019 in Review

Atria Investments sold out of WisdomTree International Equity Fund (DWM) in Q2 2019, closing a stake of 18,219 shares — an estimated $922K sold.

Atria Investments first reported a position in DWM in Q2 2018 and held it in 4 quarters. The position peaked at $922K in Q1 2019. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

Atria Investments reported no remaining WisdomTree International Equity Fund position as of Q2 2019 after selling out during the quarter.
Atria Investments sold 18,219 WisdomTree International Equity Fund shares in Q2 2019, an estimated $922K.
Atria Investments first reported a position in WisdomTree International Equity Fund in Q2 2018 and held it in 4 quarters.
Atria Investments's WisdomTree International Equity Fund position peaked at $922K in Q1 2019.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.