Miracle Mile Advisors
DWM icon

Miracle Mile Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Miracle Mile Advisors’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
2016
Q1 		– Sell
-14,620
Closed -$681K – 56
2015
Q4 		$681K Sell
14,620
-75,883
-84% -$3.62M 0.24% 28
2015
Q3 		$4.11M Buy
+90,503
New +$4.46M 1.37% 20

Other funds holding DWM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Parsec Financial Management
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Miracle Mile Advisors's DWM Position: Q1 2016 in Review

Miracle Mile Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2016, closing a stake of 14,620 shares — an estimated $681K sold.

Miracle Mile Advisors first reported a position in DWM in Q3 2015 and held it in 2 quarters. The position peaked at $4.11M in Q3 2015. 81 funds tracked by Wall St. Rank hold DWM as of Q1 2016.

  • Miracle Mile Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Miracle Mile Advisors sold 14,620 WisdomTree International Equity Fund shares in Q1 2016, an estimated $681K.
  • Miracle Mile Advisors first reported a position in WisdomTree International Equity Fund in Q3 2015 and held it in 2 quarters.
  • Miracle Mile Advisors's WisdomTree International Equity Fund position peaked at $4.11M in Q3 2015.
  • 81 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2016.

Based on Miracle Mile Advisors's 13F filing for Q1 2016, filed 3 May 2016.