GWS
DMO

Glassman Wealth Services’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Glassman Wealth Services’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-683
Closed -$8.07K – 186
2025
Q1 		$8.07K Buy
+683
New +$8.05K ﹤0.01% 164

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Glassman Wealth Services's DMO Position: Q2 2025 in Review

Glassman Wealth Services sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2025, closing a stake of 683 shares — an estimated $8.07K sold.

Glassman Wealth Services first reported a position in DMO in Q1 2025 and held it in 1 quarter. The position peaked at $8.07K in Q1 2025. 37 funds tracked by Wall St. Rank hold DMO as of Q2 2025.

  • Glassman Wealth Services reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2025 after selling out during the quarter.
  • Glassman Wealth Services sold 683 Western Asset Mortgage Opportunity Fund shares in Q2 2025, an estimated $8.07K.
  • Glassman Wealth Services first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2025 and held it in 1 quarter.
  • Glassman Wealth Services's Western Asset Mortgage Opportunity Fund position peaked at $8.07K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.