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Signet Financial Management’s WisdomTree International Equity Fund DWM Stock Holding History

Signet Financial Management’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
Q2 		– Sell
-1,100
Closed -$60K – 1006
2018
Q1 		$60K Buy
+1,100
New +$62K 0.01% 341

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Signet Financial Management's DWM Position: Q2 2018 in Review

Signet Financial Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2018, closing a stake of 1,100 shares — an estimated $60K sold.

Signet Financial Management first reported a position in DWM in Q1 2018 and held it in 1 quarter. The position peaked at $60K in Q1 2018. 110 funds tracked by Wall St. Rank hold DWM as of Q2 2018.

  • Signet Financial Management reported no remaining WisdomTree International Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Signet Financial Management sold 1,100 WisdomTree International Equity Fund shares in Q2 2018, an estimated $60K.
  • Signet Financial Management first reported a position in WisdomTree International Equity Fund in Q1 2018 and held it in 1 quarter.
  • Signet Financial Management's WisdomTree International Equity Fund position peaked at $60K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2018.

Based on Signet Financial Management's 13F filing for Q2 2018, filed 10 Aug 2018.