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Itau Unibanco Holding S.A.’s WisdomTree International Equity Fund DWM Stock Holding History

Itau Unibanco Holding S.A.’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
Q2 		– Sell
-6,891
Closed -$343K – 687
2017
Q1 		$343K Sell
6,891
-434
-6% -$21K 0.04% 93
2016
Q4 		$340K Sell
7,325
-815
-10% -$37.6K 0.04% 94
2016
Q3 		$383K Buy
+8,140
New +$378K 0.04% 99

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Itau Unibanco Holding S.A.'s DWM Position: Q2 2017 in Review

Itau Unibanco Holding S.A. sold out of WisdomTree International Equity Fund (DWM) in Q2 2017, closing a stake of 6,891 shares — an estimated $343K sold.

Itau Unibanco Holding S.A. first reported a position in DWM in Q3 2016 and held it in 3 quarters. The position peaked at $383K in Q3 2016. 90 funds tracked by Wall St. Rank hold DWM as of Q2 2017.

  • Itau Unibanco Holding S.A. reported no remaining WisdomTree International Equity Fund position as of Q2 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 6,891 WisdomTree International Equity Fund shares in Q2 2017, an estimated $343K.
  • Itau Unibanco Holding S.A. first reported a position in WisdomTree International Equity Fund in Q3 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s WisdomTree International Equity Fund position peaked at $383K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2017, filed 14 Aug 2017.