BA
DMO

Bridgewater Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Bridgewater Advisors’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,500
Closed -$348K – 249
2021
Q3 		$348K Hold
22,500
– – 0.1% 169
2021
Q2 		$351K Hold
22,500
– – 0.11% 167
2021
Q1 		$334K Buy
+22,500
New +$325K 0.17% 113

Other funds holding DMO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bridgewater Advisors's DMO Position: Q4 2021 in Review

Bridgewater Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2021, closing a stake of 22,500 shares — an estimated $348K sold.

Bridgewater Advisors first reported a position in DMO in Q1 2021 and held it in 3 quarters. The position peaked at $351K in Q2 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q4 2021.

  • Bridgewater Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Bridgewater Advisors sold 22,500 Western Asset Mortgage Opportunity Fund shares in Q4 2021, an estimated $348K.
  • Bridgewater Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2021 and held it in 3 quarters.
  • Bridgewater Advisors's Western Asset Mortgage Opportunity Fund position peaked at $351K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2021.

Based on Bridgewater Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.