Cabot Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Cabot Wealth Management’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 Q4	–	Sell	-4,677	Closed	-$248K	–	130
2018 Q3	$248K	Hold	4,677	–	–	0.05%	112
2018 Q2	$247K	Hold	4,677	–	–	0.06%	114
2018 Q1	$257K	Hold	4,677	–	–	0.06%	114
2017 Q4	$261K	Hold	4,677	–	–	0.06%	120
2017 Q3	$255K	Hold	4,677	–	–	0.06%	120
2017 Q2	$243K	Hold	4,677	–	–	0.06%	125
2017 Q1	$233K	Hold	4,677	–	–	0.06%	129
2016 Q4	$217K	Hold	4,677	–	–	0.06%	143
2016 Q3	$220K	Hold	4,677	–	–	0.06%	145
2016 Q2	$209K	Hold	4,677	–	–	0.06%	144
2016 Q1	$214K	Buy	+4,677	New	+$206K	0.06%	131

Other funds holding DWM

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

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

FWCM

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

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

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

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

RJA

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

RJFSA

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

Cabot Wealth Management's DWM Position: Q4 2018 in Review

Cabot Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 4,677 shares — an estimated $248K sold.

Cabot Wealth Management first reported a position in DWM in Q1 2016 and held it in 11 quarters. The position peaked at $261K in Q4 2017. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

Cabot Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
Cabot Wealth Management sold 4,677 WisdomTree International Equity Fund shares in Q4 2018, an estimated $248K.
Cabot Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2016 and held it in 11 quarters.
Cabot Wealth Management's WisdomTree International Equity Fund position peaked at $261K in Q4 2017.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Cabot Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.