Enterprise Financial Services Corp (EFSC)’s WisdomTree International Equity Fund DWM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q2	–	Sell	-411	Closed	-$19K	–	1003
2016 Q1	$19K	Buy	411 +154	+60%	+$6.8K	0.01%	401
2015 Q4	$12K	Buy	+257	New	+$12.3K	0.01%	512
2015 Q1	–	Sell	-371	Closed	-$18K	–	1290
2014 Q4	$18K	Buy	+371	New	+$18.9K	0.01%	454

Other funds holding DWM

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

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

SEIA

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

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

PFM

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

RJA

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

BCI

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

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

Enterprise Financial Services Corp (EFSC)'s DWM Position: Q2 2016 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree International Equity Fund (DWM) in Q2 2016, closing a stake of 411 shares — an estimated $19K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DWM in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q1 2016. 84 funds tracked by Wall St. Rank hold DWM as of Q2 2016.

Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree International Equity Fund position as of Q2 2016 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 411 WisdomTree International Equity Fund shares in Q2 2016, an estimated $19K.
Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree International Equity Fund in Q4 2014 and held it in 3 quarters.
Enterprise Financial Services Corp (EFSC)'s WisdomTree International Equity Fund position peaked at $19K in Q1 2016.
84 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2016.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2016, filed 29 Jul 2016.