Fund Evaluation Group’s WisdomTree International Equity Fund DWM Stock Holding History

Fund Evaluation Group’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
2018 Q4	–	Sell	-4,278	Closed	-$227K	–	44
2018 Q3	$227K	Buy	+4,278	New	+$227K	0.04%	88

Other funds holding DWM

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

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

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

RJA

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

RJFSA

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

Fund Evaluation Group's DWM Position: Q4 2018 in Review

Fund Evaluation Group sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 4,278 shares — an estimated $227K sold.

Fund Evaluation Group first reported a position in DWM in Q3 2018 and held it in 1 quarter. The position peaked at $227K in Q3 2018. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

Fund Evaluation Group reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
Fund Evaluation Group sold 4,278 WisdomTree International Equity Fund shares in Q4 2018, an estimated $227K.
Fund Evaluation Group first reported a position in WisdomTree International Equity Fund in Q3 2018 and held it in 1 quarter.
Fund Evaluation Group's WisdomTree International Equity Fund position peaked at $227K in Q3 2018.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.