Cadence Bank NA’s WisdomTree International Equity Fund DWM Stock Holding History

Cadence Bank NA’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
2022 Q3	–	Sell	-4,533	Closed	-$206K	–	85
2022 Q2	$206K	Sell	4,533 -813	-15%	-$40.4K	0.07%	197
2022 Q1	$282K	Buy	+5,346	New	+$285K	0.08%	177

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Cadence Bank NA's DWM Position: Q3 2022 in Review

Cadence Bank NA sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 4,533 shares — an estimated $206K sold.

Cadence Bank NA first reported a position in DWM in Q1 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2022. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Cadence Bank NA reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 4,533 WisdomTree International Equity Fund shares in Q3 2022, an estimated $206K.
Cadence Bank NA first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 2 quarters.
Cadence Bank NA's WisdomTree International Equity Fund position peaked at $282K in Q1 2022.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.