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Bank Hapoalim BM’s WisdomTree International Equity Fund DWM Stock Holding History

Bank Hapoalim BM’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
Q2 		– Sell
-15,892
Closed -$628K – 183
2020
Q1 		$628K Buy
+15,892
New +$765K 0.2% 89

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Bank Hapoalim BM's DWM Position: Q2 2020 in Review

Bank Hapoalim BM sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 15,892 shares — an estimated $628K sold.

Bank Hapoalim BM first reported a position in DWM in Q1 2020 and held it in 1 quarter. The position peaked at $628K in Q1 2020. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

  • Bank Hapoalim BM reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Bank Hapoalim BM sold 15,892 WisdomTree International Equity Fund shares in Q2 2020, an estimated $628K.
  • Bank Hapoalim BM first reported a position in WisdomTree International Equity Fund in Q1 2020 and held it in 1 quarter.
  • Bank Hapoalim BM's WisdomTree International Equity Fund position peaked at $628K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Bank Hapoalim BM's 13F filing for Q2 2020, filed 4 Aug 2020.