Central Trust Company’s WisdomTree International Equity Fund DWM Stock Holding History

Central Trust Company’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
2019 Q1	–	Sell	-750	Closed	-$35K	–	1105
2018 Q4	$35K	Hold	750	–	–	﹤0.01%	691
2018 Q3	$40K	Hold	750	–	–	﹤0.01%	717
2018 Q2	$40K	Hold	750	–	–	﹤0.01%	705
2018 Q1	$41K	Hold	750	–	–	﹤0.01%	721
2017 Q4	$42K	Buy	+750	New	+$41.3K	﹤0.01%	734

Other funds holding DWM

PFM

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

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

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

SEIA

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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

RJFSA

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

RJA

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

Central Trust Company's DWM Position: Q1 2019 in Review

Central Trust Company sold out of WisdomTree International Equity Fund (DWM) in Q1 2019, closing a stake of 750 shares — an estimated $35K sold.

Central Trust Company first reported a position in DWM in Q4 2017 and held it in 5 quarters. The position peaked at $42K in Q4 2017. 125 funds tracked by Wall St. Rank hold DWM as of Q1 2019.

Central Trust Company reported no remaining WisdomTree International Equity Fund position as of Q1 2019 after selling out during the quarter.
Central Trust Company sold 750 WisdomTree International Equity Fund shares in Q1 2019, an estimated $35K.
Central Trust Company first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 5 quarters.
Central Trust Company's WisdomTree International Equity Fund position peaked at $42K in Q4 2017.
125 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2019.

Based on Central Trust Company's 13F filing for Q1 2019, filed 26 Apr 2019.