Edgemoor Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Edgemoor Investment Advisors’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
2017 Q4	–	Sell	-4,558	Closed	-$248K	–	145
2017 Q3	$248K	Sell	4,558 -1,500	-25%	-$80K	0.03%	124
2017 Q2	$305K	Buy	6,058 +570	+10%	+$29.4K	0.04%	116
2017 Q1	$273K	Hold	5,488	–	–	0.04%	113
2016 Q4	$255K	Sell	5,488 -1,500	-21%	-$69.1K	0.04%	109
2016 Q3	$327K	Hold	6,988	–	–	0.05%	100
2016 Q2	$314K	Hold	6,988	–	–	0.05%	102
2016 Q1	$320K	Hold	6,988	–	–	0.05%	103
2015 Q4	$326K	Hold	6,988	–	–	0.05%	113
2015 Q3	$317K	Hold	6,988	–	–	0.05%	119
2015 Q2	$357K	Sell	6,988 -1,025	-13%	-$54.9K	0.05%	116
2015 Q1	$415K	Buy	8,013 +3,185	+66%	+$163K	0.06%	106
2014 Q4	$239K	Sell	4,828 -20	-0.4%	-$1.02K	0.04%	126
2014 Q3	$253K	Hold	4,848	–	–	0.04%	122
2014 Q2	$271K	Buy	+4,848	New	+$271K	0.04%	121

Other funds holding DWM

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

PFM

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

SEIA

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

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

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

RJA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Edgemoor Investment Advisors's DWM Position: Q4 2017 in Review

Edgemoor Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2017, closing a stake of 4,558 shares — an estimated $248K sold.

Edgemoor Investment Advisors first reported a position in DWM in Q2 2014 and held it in 14 quarters. The position peaked at $415K in Q1 2015. 109 funds tracked by Wall St. Rank hold DWM as of Q4 2017.

Edgemoor Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2017 after selling out during the quarter.
Edgemoor Investment Advisors sold 4,558 WisdomTree International Equity Fund shares in Q4 2017, an estimated $248K.
Edgemoor Investment Advisors first reported a position in WisdomTree International Equity Fund in Q2 2014 and held it in 14 quarters.
Edgemoor Investment Advisors's WisdomTree International Equity Fund position peaked at $415K in Q1 2015.
109 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2017.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.