Commonwealth Equity Services
DWMC

Commonwealth Equity Services’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Commonwealth Equity Services’s Portfolio DWMC Stock Details DWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32,343
Closed -$924K – 3832
2022
Q3 		$924K Buy
32,343
+367
+1% +$11.5K ﹤0.01% 1957
2022
Q2 		$957K Sell
31,976
-908
-3% -$30.9K ﹤0.01% 1935
2022
Q1 		$1.2M Sell
32,884
-749
-2% -$26.7K ﹤0.01% 1860
2021
Q4 		$1.31M Buy
33,633
+538
+2% +$21.1K ﹤0.01% 1800
2021
Q3 		$1.24M Sell
33,095
-2,605
-7% -$95.8K ﹤0.01% 1765
2021
Q2 		$1.35M Buy
35,700
+10
+0% +$362 ﹤0.01% 1691
2021
Q1 		$1.22M Sell
35,690
-1,844
-5% -$64.1K ﹤0.01% 1660
2020
Q4 		$1.08M Buy
37,534
+454
+1% +$11.5K ﹤0.01% 1603
2020
Q3 		$812K Buy
+37,080
New +$806K ﹤0.01% 1622

Other funds holding DWMC

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's DWMC Position: Q4 2022 in Review

Commonwealth Equity Services sold out of AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q4 2022, closing a stake of 32,343 shares — an estimated $924K sold.

Commonwealth Equity Services first reported a position in DWMC in Q3 2020 and held it in 9 quarters. The position peaked at $1.35M in Q2 2021. 4 funds tracked by Wall St. Rank hold DWMC as of Q4 2022.

  • Commonwealth Equity Services reported no remaining AdvisorShares Dorsey Wright Micro-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 32,343 AdvisorShares Dorsey Wright Micro-Cap ETF shares in Q4 2022, an estimated $924K.
  • Commonwealth Equity Services first reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF in Q3 2020 and held it in 9 quarters.
  • Commonwealth Equity Services's AdvisorShares Dorsey Wright Micro-Cap ETF position peaked at $1.35M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.