CWM
DWM icon

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

Concert 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
2016
Q4 		– Sell
-22,469
Closed -$1.06M – 564
2016
Q3 		$1.06M Sell
22,469
-327
-1% -$15.2K 0.13% 209
2016
Q2 		$1.02M Buy
22,796
+4,271
+23% +$196K 0.14% 203
2016
Q1 		$848K Buy
18,525
+211
+1% +$9.31K 0.11% 226
2015
Q4 		$852K Sell
18,314
-1,669
-8% -$79.7K 0.11% 228
2015
Q3 		$904K Buy
19,983
+3,441
+21% +$170K 0.12% 216
2015
Q2 		$844K Buy
16,542
+2,714
+20% +$145K 0.11% 239
2015
Q1 		$342K Buy
13,828
+2,220
+19% +$114K 0.1% 267
2014
Q4 		$576K Buy
11,608
+4,342
+60% +$221K 0.09% 290
2014
Q3 		$380K Sell
7,266
-95
-1% -$5.21K 0.05% 333
2014
Q2 		$393K Buy
7,361
+6
+0.1% +$335 0.05% 347
2014
Q1 		$401K Buy
7,355
+5
+0.1% +$269 0.05% 330
2013
Q4 		$401K Sell
7,350
-92
-1% -$4.88K 0.05% 312
2013
Q3 		$385K Sell
7,442
-84
-1% -$4.15K 0.05% 308
2013
Q2 		$348K Buy
+7,526
New +$368K 0.05% 299

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concert Wealth Management's DWM Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2016, closing a stake of 22,469 shares — an estimated $1.06M sold.

Concert Wealth Management first reported a position in DWM in Q2 2013 and held it in 14 quarters. The position peaked at $1.06M in Q3 2016. 88 funds tracked by Wall St. Rank hold DWM as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 22,469 WisdomTree International Equity Fund shares in Q4 2016, an estimated $1.06M.
  • Concert Wealth Management first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's WisdomTree International Equity Fund position peaked at $1.06M in Q3 2016.
  • 88 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.