Barclays
DWM icon

Barclays’s WisdomTree International Equity Fund DWM Stock Holding History

Barclays’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
2021
Q3 		– Sell
-270
Closed -$15K – 4792
2021
Q2 		$15K Buy
+270
New +$14.8K ﹤0.01% 4554

Other funds holding DWM

Morgan Stanley
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
Cambridge Investment Research Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Barclays's DWM Position: Q3 2021 in Review

Barclays sold out of WisdomTree International Equity Fund (DWM) in Q3 2021, closing a stake of 270 shares — an estimated $15K sold.

Barclays first reported a position in DWM in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 113 funds tracked by Wall St. Rank hold DWM as of Q3 2021.

  • Barclays reported no remaining WisdomTree International Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Barclays sold 270 WisdomTree International Equity Fund shares in Q3 2021, an estimated $15K.
  • Barclays first reported a position in WisdomTree International Equity Fund in Q2 2021 and held it in 1 quarter.
  • Barclays's WisdomTree International Equity Fund position peaked at $15K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2021.

Based on Barclays's 13F filing for Q3 2021, filed 9 Nov 2021.