Krilogy Financial’s WisdomTree International Equity Fund DWM Stock Holding History

Krilogy Financial’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 Q1	–	Sell	-258	Closed	-$14K	–	778
2017 Q4	$14K	Hold	258	–	–	﹤0.01%	484
2017 Q3	$14K	Hold	258	–	–	﹤0.01%	533
2017 Q2	$13K	Hold	258	–	–	﹤0.01%	499
2017 Q1	$12K	Hold	258	–	–	﹤0.01%	492
2016 Q4	$12K	Hold	258	–	–	﹤0.01%	492
2016 Q3	$12K	Buy	+258	New	+$12K	﹤0.01%	502

Other funds holding DWM

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 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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Krilogy Financial's DWM Position: Q1 2018 in Review

Krilogy Financial sold out of WisdomTree International Equity Fund (DWM) in Q1 2018, closing a stake of 258 shares — an estimated $14K sold.

Krilogy Financial first reported a position in DWM in Q3 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2017. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2018.

Krilogy Financial reported no remaining WisdomTree International Equity Fund position as of Q1 2018 after selling out during the quarter.
Krilogy Financial sold 258 WisdomTree International Equity Fund shares in Q1 2018, an estimated $14K.
Krilogy Financial first reported a position in WisdomTree International Equity Fund in Q3 2016 and held it in 6 quarters.
Krilogy Financial's WisdomTree International Equity Fund position peaked at $14K in Q4 2017.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2018.

Based on Krilogy Financial's 13F filing for Q1 2018, filed 15 May 2018.