FEM
DWMC

Fulcrum Equity Management’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Fulcrum Equity Management’s Portfolio DWMC Stock Details DWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-101,754
Closed -$3.97M – 205
2021
Q4 		$3.97M Buy
101,754
+27,949
+38% +$1.09M 1.49% 24
2021
Q3 		$2.77M Sell
73,805
-1,051
-1% -$38.6K 1.07% 25
2021
Q2 		$2.84M Buy
74,856
+5,552
+8% +$201K 1.06% 19
2021
Q1 		$2.37M Buy
+69,304
New +$2.41M 0.94% 34

Other funds holding DWMC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's DWMC Position: Q1 2022 in Review

Fulcrum Equity Management sold out of AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q1 2022, closing a stake of 101,754 shares — an estimated $3.97M sold.

Fulcrum Equity Management first reported a position in DWMC in Q1 2021 and held it in 4 quarters. The position peaked at $3.97M in Q4 2021. 5 funds tracked by Wall St. Rank hold DWMC as of Q1 2022.

  • Fulcrum Equity Management reported no remaining AdvisorShares Dorsey Wright Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 101,754 AdvisorShares Dorsey Wright Micro-Cap ETF shares in Q1 2022, an estimated $3.97M.
  • Fulcrum Equity Management first reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Fulcrum Equity Management's AdvisorShares Dorsey Wright Micro-Cap ETF position peaked at $3.97M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.