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Stratos Wealth Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Stratos Wealth Partners’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
-1,310
Closed -$70K – 1228
2018
Q3 		$70K Buy
+1,310
New +$69.6K ﹤0.01% 1297
2018
Q2 		– Sell
-1,117
Closed -$61K – 1365
2018
Q1 		$61K Buy
+1,117
New +$62.9K ﹤0.01% 1465

Other funds holding DWM

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
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

Stratos Wealth Partners's DWM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 1,310 shares — an estimated $70K sold.

Stratos Wealth Partners first reported a position in DWM in Q1 2018 and held it in 2 quarters. The position peaked at $70K in Q3 2018. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,310 WisdomTree International Equity Fund shares in Q4 2018, an estimated $70K.
  • Stratos Wealth Partners first reported a position in WisdomTree International Equity Fund in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's WisdomTree International Equity Fund position peaked at $70K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.