Pinnacle Associates’s WisdomTree International Equity Fund DWM Stock Holding History

Pinnacle Associates’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 Q4	–	Sell	-4,501	Closed	-$239K	–	691
2018 Q3	$239K	Sell	4,501 -420	-9%	-$22.3K	0.01%	644
2018 Q2	$260K	Hold	4,921	–	–	0.01%	617
2018 Q1	$270K	Buy	4,921 +205	+4%	+$11.6K	0.01%	593
2017 Q4	$263K	Hold	4,716	–	–	0.01%	591
2017 Q3	$257K	Sell	4,716 -1,146	-20%	-$61.1K	﹤0.01%	594
2017 Q2	$304K	Buy	+5,862	New	+$302K	0.01%	572

Other funds holding DWM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Associates's DWM Position: Q4 2018 in Review

Pinnacle Associates sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 4,501 shares — an estimated $239K sold.

Pinnacle Associates first reported a position in DWM in Q2 2017 and held it in 6 quarters. The position peaked at $304K in Q2 2017. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

Pinnacle Associates reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
Pinnacle Associates sold 4,501 WisdomTree International Equity Fund shares in Q4 2018, an estimated $239K.
Pinnacle Associates first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 6 quarters.
Pinnacle Associates's WisdomTree International Equity Fund position peaked at $304K in Q2 2017.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Pinnacle Associates's 13F filing for Q4 2018, filed 5 Feb 2019.