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Stillwater Capital Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Stillwater Capital 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
2019
Q3 		– Sell
-15,350
Closed -$783K – 68
2019
Q2 		$783K Sell
15,350
-4,582
-23% -$233K 0.19% 54
2019
Q1 		$1.01M Hold
19,932
– – 0.22% 58
2018
Q4 		$929K Hold
19,932
– – 0.23% 57
2018
Q3 		$1.06M Hold
19,932
– – 0.22% 55
2018
Q2 		$1.05M Sell
19,932
-275
-1% -$15.2K 0.25% 53
2018
Q1 		$1.11M Hold
20,207
– – 0.27% 53
2017
Q4 		$1.13M Hold
20,207
– – 0.27% 53
2017
Q3 		$1.1M Buy
20,207
+2,750
+16% +$147K 0.29% 52
2017
Q2 		$906K Hold
17,457
– – 0.23% 57
2017
Q1 		$868K Hold
17,457
– – 0.23% 56
2016
Q4 		$810K Hold
17,457
– – 0.22% 53
2016
Q3 		$822K Sell
17,457
-335
-2% -$15.6K 0.24% 50
2016
Q2 		$796K Buy
17,792
+945
+6% +$43.4K 0.24% 49
2016
Q1 		$771K Buy
16,847
+4,377
+35% +$193K 0.23% 53
2015
Q4 		$581K Hold
12,470
– – 0.18% 56
2015
Q3 		$566K Sell
12,470
-350
-3% -$17.3K 0.19% 52
2015
Q2 		$654K Buy
12,820
+1,825
+17% +$97.7K 0.19% 53
2015
Q1 		$570K Hold
10,995
– – 0.17% 52
2014
Q4 		$545K Sell
10,995
-52
-0.5% -$2.65K 0.16% 53
2014
Q3 		$577K Hold
11,047
– – 0.19% 52
2014
Q2 		$619K Sell
11,047
-300
-3% -$16.8K 0.21% 48
2014
Q1 		$620K Hold
11,347
– – 0.23% 47
2013
Q4 		$618K Hold
11,347
– – 0.24% 47
2013
Q3 		$587K Buy
11,347
+3,500
+45% +$173K 0.35% 38
2013
Q2 		$361K Buy
+7,847
New +$383K 0.22% 41

Other funds holding DWM

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stillwater Capital Advisors's DWM Position: Q3 2019 in Review

Stillwater Capital Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2019, closing a stake of 15,350 shares — an estimated $783K sold.

Stillwater Capital Advisors first reported a position in DWM in Q2 2013 and held it in 25 quarters. The position peaked at $1.13M in Q4 2017. 120 funds tracked by Wall St. Rank hold DWM as of Q3 2019.

  • Stillwater Capital Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Stillwater Capital Advisors sold 15,350 WisdomTree International Equity Fund shares in Q3 2019, an estimated $783K.
  • Stillwater Capital Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 25 quarters.
  • Stillwater Capital Advisors's WisdomTree International Equity Fund position peaked at $1.13M in Q4 2017.
  • 120 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2019.

Based on Stillwater Capital Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.