Raymond James Trust’s WisdomTree International Equity Fund DWM Stock Holding History

Raymond James Trust’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	-3,945	Closed	-$220K	–	736
2017 Q4	$220K	Buy	+3,945	New	+$217K	0.01%	658
2017 Q1	–	Sell	-5,609	Closed	-$261K	–	713
2016 Q4	$261K	Buy	5,609 +180	+3%	+$8.3K	0.02%	526
2016 Q3	$255K	Buy	5,429 +480	+10%	+$22.3K	0.02%	510
2016 Q2	$221K	Buy	+4,949	New	+$227K	0.02%	567

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

Raymond James Trust's DWM Position: Q1 2018 in Review

Raymond James Trust sold out of WisdomTree International Equity Fund (DWM) in Q1 2018, closing a stake of 3,945 shares — an estimated $220K sold.

Raymond James Trust first reported a position in DWM in Q2 2016 and held it in 4 quarters. The position peaked at $261K in Q4 2016. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2018.

Raymond James Trust reported no remaining WisdomTree International Equity Fund position as of Q1 2018 after selling out during the quarter.
Raymond James Trust sold 3,945 WisdomTree International Equity Fund shares in Q1 2018, an estimated $220K.
Raymond James Trust first reported a position in WisdomTree International Equity Fund in Q2 2016 and held it in 4 quarters.
Raymond James Trust's WisdomTree International Equity Fund position peaked at $261K in Q4 2016.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2018.

Based on Raymond James Trust's 13F filing for Q1 2018, filed 5 Apr 2018.