Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CWA
Constellation Wealth Advisors’s
iShares Select Dividend ETF
DVY
Stock Holding History
Constellation Wealth Advisors’s Portfolio
DVY Stock Details
DVY Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q3
$2.34M
Hold
2015
Q2
$2.42M
Hold
2015
Q1
$2.51M
Sell
2014
Q4
$2.58M
Buy
2014
Q3
$2.2M
Buy
2014
Q2
$1.16M
Buy
2014
Q1
$510K
Hold
2013
Q4
$497K
Hold
2013
Q3
$462K
Hold
2013
Q2
$446K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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