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StoneX Group’s WisdomTree International Equity Fund DWM Stock Holding History

StoneX Group’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
2017
Q3 		– Sell
-46,062
Closed -$2.39M – 220
2017
Q2 		$2.39M Buy
46,062
+33,908
+279% +$1.75M 0.75% 20
2017
Q1 		$564K Sell
12,154
-80
-0.7% -$3.88K 1.26% 39
2016
Q4 		$568K Buy
12,234
+716
+6% +$33K 0.99% 50
2016
Q3 		$542K Buy
+11,518
New +$535K 1.21% 35

Other funds holding DWM

Morgan Stanley
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

StoneX Group's DWM Position: Q3 2017 in Review

StoneX Group sold out of WisdomTree International Equity Fund (DWM) in Q3 2017, closing a stake of 46,062 shares — an estimated $2.39M sold.

StoneX Group first reported a position in DWM in Q3 2016 and held it in 4 quarters. The position peaked at $2.39M in Q2 2017. 94 funds tracked by Wall St. Rank hold DWM as of Q3 2017.

  • StoneX Group reported no remaining WisdomTree International Equity Fund position as of Q3 2017 after selling out during the quarter.
  • StoneX Group sold 46,062 WisdomTree International Equity Fund shares in Q3 2017, an estimated $2.39M.
  • StoneX Group first reported a position in WisdomTree International Equity Fund in Q3 2016 and held it in 4 quarters.
  • StoneX Group's WisdomTree International Equity Fund position peaked at $2.39M in Q2 2017.
  • 94 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.