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Investment Centers of America’s WisdomTree International Equity Fund DWM Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-12,139
Closed -$662K – 112
2017
Q3 		$662K Buy
12,139
+1,983
+20% +$106K 0.05% 291
2017
Q2 		$527K Buy
10,156
+3,193
+46% +$165K 0.04% 346
2017
Q1 		$347K Buy
+6,963
New +$338K 0.03% 437

Other funds holding DWM

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Investment Centers of America's DWM Position: Q4 2017 in Review

Investment Centers of America sold out of WisdomTree International Equity Fund (DWM) in Q4 2017, closing a stake of 12,139 shares — an estimated $662K sold.

Investment Centers of America first reported a position in DWM in Q1 2017 and held it in 3 quarters. The position peaked at $662K in Q3 2017. 109 funds tracked by Wall St. Rank hold DWM as of Q4 2017.

  • Investment Centers of America reported no remaining WisdomTree International Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 12,139 WisdomTree International Equity Fund shares in Q4 2017, an estimated $662K.
  • Investment Centers of America first reported a position in WisdomTree International Equity Fund in Q1 2017 and held it in 3 quarters.
  • Investment Centers of America's WisdomTree International Equity Fund position peaked at $662K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.