M&T Bank’s WisdomTree International Equity Fund DWM Stock Holding History

M&T Bank’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 Q1	–	Sell	-7,799	Closed	-$362K	–	1692
2016 Q4	$362K	Sell	7,799 -1,564	-17%	-$72.1K	﹤0.01%	1202
2016 Q3	$441K	Sell	9,363 -168	-2%	-$7.8K	﹤0.01%	1103
2016 Q2	$427K	Sell	9,531 -194	-2%	-$8.91K	﹤0.01%	1097
2016 Q1	$445K	Sell	9,725 -723	-7%	-$31.9K	﹤0.01%	1091
2015 Q4	$487K	Sell	10,448 -700	-6%	-$33.4K	﹤0.01%	1075
2015 Q3	$506K	Sell	11,148 -931	-8%	-$45.9K	﹤0.01%	1057
2015 Q2	$617K	Buy	12,079 +922	+8%	+$49.4K	﹤0.01%	1103
2015 Q1	$578K	Buy	11,157 +665	+6%	+$34.1K	﹤0.01%	1112
2014 Q4	$520K	Buy	10,492 +409	+4%	+$20.8K	﹤0.01%	1181
2014 Q3	$527K	Buy	+10,083	New	+$553K	﹤0.01%	1229

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

RJA

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

M&T Bank's DWM Position: Q1 2017 in Review

M&T Bank sold out of WisdomTree International Equity Fund (DWM) in Q1 2017, closing a stake of 7,799 shares — an estimated $362K sold.

M&T Bank first reported a position in DWM in Q3 2014 and held it in 10 quarters. The position peaked at $617K in Q2 2015. 83 funds tracked by Wall St. Rank hold DWM as of Q1 2017.

M&T Bank reported no remaining WisdomTree International Equity Fund position as of Q1 2017 after selling out during the quarter.
M&T Bank sold 7,799 WisdomTree International Equity Fund shares in Q1 2017, an estimated $362K.
M&T Bank first reported a position in WisdomTree International Equity Fund in Q3 2014 and held it in 10 quarters.
M&T Bank's WisdomTree International Equity Fund position peaked at $617K in Q2 2015.
83 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2017.

Based on M&T Bank's 13F filing for Q1 2017, filed 10 May 2017.