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

United Capital Financial 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
2016 Q3	–	Sell	-10,930	Closed	-$492K	–	1269
2016 Q2	$492K	Sell	10,930 -18,246	-63%	-$838K	0.01%	925
2016 Q1	$1.34M	Sell	29,176 -19,716	-40%	-$870K	0.01%	629
2015 Q4	$2.28M	Sell	48,892 -5,683	-10%	-$271K	0.03%	525
2015 Q3	$2.48M	Sell	54,575 -17,266	-24%	-$852K	0.03%	486
2015 Q2	$3.67M	Buy	71,841 +67,470	+1,544%	+$3.61M	0.04%	426
2015 Q1	$236K	Buy	4,371 +19	+0.4%	+$973	﹤0.01%	1134
2014 Q4	$216K	Buy	4,352 +33	+0.8%	+$1.68K	﹤0.01%	1080
2014 Q3	$226K	Buy	+4,319	New	+$237K	﹤0.01%	1004
2014 Q2	–	Sell	-4,703	Closed	-$257K	–	825
2014 Q1	$257K	Buy	+4,703	New	+$253K	0.01%	817

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

United Capital Financial Advisors's DWM Position: Q3 2016 in Review

United Capital Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2016, closing a stake of 10,930 shares — an estimated $492K sold.

United Capital Financial Advisors first reported a position in DWM in Q1 2014 and held it in 9 quarters. The position peaked at $3.67M in Q2 2015. 83 funds tracked by Wall St. Rank hold DWM as of Q3 2016.

United Capital Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 10,930 WisdomTree International Equity Fund shares in Q3 2016, an estimated $492K.
United Capital Financial Advisors first reported a position in WisdomTree International Equity Fund in Q1 2014 and held it in 9 quarters.
United Capital Financial Advisors's WisdomTree International Equity Fund position peaked at $3.67M in Q2 2015.
83 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.