Fiduciary Trust’s WisdomTree International Equity Fund DWM Stock Holding History

Fiduciary Trust’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
2022 Q3	–	Sell	-8,350	Closed	-$379K	–	621
2022 Q2	$379K	Buy	+8,350	New	+$415K	0.01%	497
2015 Q3	–	Sell	-4,550	Closed	-$232K	–	376
2015 Q2	$232K	Buy	4,550 +500	+12%	+$26.8K	0.01%	327
2015 Q1	$210K	Hold	4,050	–	–	0.01%	333
2014 Q4	$201K	Hold	4,050	–	–	0.01%	336
2014 Q3	$212K	Hold	4,050	–	–	0.01%	319
2014 Q2	$227K	Buy	+4,050	New	+$226K	0.01%	309

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Fiduciary Trust's DWM Position: Q3 2022 in Review

Fiduciary Trust sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 8,350 shares — an estimated $379K sold.

Fiduciary Trust first reported a position in DWM in Q2 2014 and held it in 6 quarters. The position peaked at $379K in Q2 2022. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Fiduciary Trust reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Fiduciary Trust sold 8,350 WisdomTree International Equity Fund shares in Q3 2022, an estimated $379K.
Fiduciary Trust first reported a position in WisdomTree International Equity Fund in Q2 2014 and held it in 6 quarters.
Fiduciary Trust's WisdomTree International Equity Fund position peaked at $379K in Q2 2022.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on Fiduciary Trust's 13F filing for Q3 2022, filed 14 Nov 2022.