Essex Savings Bank’s WisdomTree International Equity Fund DWM Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,356	Closed	-$70K	–	295
2019 Q2	$70K	Buy	1,356 +678	+100%	+$34.5K	0.02%	398
2019 Q1	$34K	Sell	678 -45	-6%	-$2.24K	0.02%	340
2018 Q4	$34K	Buy	+723	New	+$35.6K	0.02%	335

Other funds holding DWM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Essex Savings Bank's DWM Position: Q3 2019 in Review

Essex Savings Bank sold out of WisdomTree International Equity Fund (DWM) in Q3 2019, closing a stake of 1,356 shares — an estimated $70K sold.

Essex Savings Bank first reported a position in DWM in Q4 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2019. 120 funds tracked by Wall St. Rank hold DWM as of Q3 2019.

Essex Savings Bank reported no remaining WisdomTree International Equity Fund position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,356 WisdomTree International Equity Fund shares in Q3 2019, an estimated $70K.
Essex Savings Bank first reported a position in WisdomTree International Equity Fund in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's WisdomTree International Equity Fund position peaked at $70K in Q2 2019.
120 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.